To make our first meeting efficient we need some basic information about you and your situation. Please provide the information by clicking on one of the following methods:

 

Hand Written Answers:  Get Acquainted.pdf

Save this file to your computer (Click to open, then save   OR   Right-click and choose “save link as…”)
Hand write your answers
Send in (Scan or take pictures of each page with your phone and attach them to an email   OR   send via mail)

Typed in Answers:  Get Acquainted.doc

Save this file to your computer (Click to open, then save   OR    Right-click and choose “save link as…”)
Open in Microsoft Word and type in your answers
Save the document
Attach to Email and send in

Send all emails to: Greg@2ndHalfWealth.com