The Document Checklist is a starting point for gathering data needed during the financial planning process.
Financial Planning Questionnaire
The Financial Planning Questionnaire assists in gathering details of your assets, liabilities, insurance, and cash flow.
Personal Information Questionnaire
The Personal Information Questionnaire assists in gathering your personal and family information.
Risk Evaluation Questionnaire
The Risk Evaluation Questionnaire helps to identify your investment objectives, risk tolerance, and time horizon.
ADV Part 2A
A copy of our Form ADV Part 2A as filed with the Securities and Exchange Commission is a required disclosure of our firm and its practices.
ADV Part 2B
A copy of each advisor’s Form ADV Part 2B as filed with the Securities and Exchange Commission is a required disclosure of our firm and its practices.
A copy of our Form CRS as filed with the Securities and Exchange Commission is a required disclosure of our firm and its practices.
Our commitment to keeping your personal information confidential is outlined in our Privacy Statement.
While not meant to replace a will or other estate planning documents, the Legacy Planner serves as an aggregator of one’s legacy planning wishes.
The Retirement Checklist, along with meetings with your advisor, is designed to help individuals think through various decisions as they prepare for the next chapter.
Online Personal Financial Portal
Explore your personalized online financial experience
Learn how to use your SFMG Wealth Advisors online portal. This portal contains a view of your portfolio, important documents, contact information, and more!