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