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Pierce Financial Planning, Inc. 182 N. Mill Street Lexington, KY 4050711268592244790RETIREMENT& EDUCATION QUESTIONNAIREPersonal and Confidential George D. Pierce, MBA, CPA, CFP James A. Smith, MBA,
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Begin by gathering all your financial documents such as bank statements, investment account statements, tax documents, and insurance policies.
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Identify your financial goals and objectives. Determine what you want to achieve financially and the time frame in which you want to achieve it.
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Pierce Financial Planning Inc. is a financial advisory firm that offers various services, including financial planning, investment management, and retirement planning to individuals and businesses.
Individuals and businesses seeking financial planning services from Pierce Financial Planning Inc. may need to provide relevant financial information and potentially file specific documentation based on their engagement with the firm.
To fill out documentation related to Pierce Financial Planning Inc., clients should follow the provided forms, ensuring they include accurate personal and financial details as required by the firm.
The purpose of Pierce Financial Planning Inc. is to assist clients in achieving their financial goals through comprehensive planning, investment strategies, and tailored financial advice.
Clients must report financial information such as income, assets, liabilities, and investment details, as well as any specific goals or concerns they may have regarding their financial future.
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