INITIAL INFORMATION SURVEY
All prospective clients are asked to provide contact and some general personal information prior to the initial complimentary consultation. This information gives AFP a brief background of the potential client as well as the ability to reach them prior to the session. Click on the link below to complete and submit your information.
AFP uses public and nonpublic personal information to analyze, assess, and make recommendations regarding your financial situation. The information collected from this form is kept confidential and treated with extreme care. AFP adheres to a written policy meant to protect your privacy. The privacy policy is available for your review on the Compliance page.
Initial Information Form
AFP uses public and nonpublic personal information to analyze, assess, and make recommendations regarding your financial situation. The information collected from this form is kept confidential and treated with extreme care. AFP adheres to a written policy meant to protect your privacy. The privacy policy is available for your review on the Compliance page.
Initial Information Form
