Documents & Resources
Before visiting with our Financial Advisor, please take some time to complete as much of the Family Fact Sheet that you can. This information will be critical in order to recommend solutions for your wealth management needs.
Note: You can either print this document or fill it out in a PDF program such as Acrobat Reader. Do not fill it out in a browser tab or your work may not be saved!
A cash flow worksheet is an important first step for any individual, business or families’ financial success. Our Excel document contains a built in calculator to help you balance your budget.
Tax Preparation Forms
A checklist of information you will need to furnish to complete your taxes.
If you have a rental property, this is a worksheet to help you complete your Schedule E.
If you use a portion of your home for business purposes, you may find it helpful to complete this worksheet for your Schedule C: Form 8829.
If you are self employed, this worksheet will help you calculate your income and expenses from your business.
This worksheet will help you figure out your total itemized deductions, including medical expenses, taxes paid, interest paid, donations, and other misc deductions.
This is a worksheet for pastors to provide information for their tax return.