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PERSONAL AND FINANCIAL INFORMATION Email to: don@rosswealthadvisors.com 1093 Fishinger Road, Columbus Ohio 43221Scan to download electronic versionTodays Date: ___ Name: ___Birth Date: ___Phone Home:
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Start by gathering all the necessary financial documents such as income statements, bank statements, investment portfolios, and tax returns.
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Contact Ross Wealth Advisors in Columbus, Ohio either through their website or by phone to schedule an appointment.
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During your initial appointment, provide all the relevant financial information and discuss your short-term and long-term financial goals.
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Work closely with the advisors at Ross Wealth to create a customized financial plan tailored to your needs and objectives.
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Ross Wealth Advisors in Columbus, Ohio is a financial advisory firm that provides wealth management services to clients.
Individuals or businesses who are clients of Ross Wealth Advisors in Columbus, Ohio may be required to file certain financial documents or reports with the firm.
To fill out Ross Wealth Advisors documents or reports, clients must provide accurate and up-to-date financial information as requested by the firm.
The purpose of Ross Wealth Advisors in Columbus, Ohio is to help clients manage and grow their wealth through personalized financial planning and investment strategies.
Clients may be required to report their income, assets, liabilities, expenses, and investment holdings to Ross Wealth Advisors in Columbus, Ohio.
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