Before your meeting with an advisor, we ask that you take time to review and fill out either a comprehensive fact finder or a shortened client
questionnaire so we can gauge your needs properly during our meeting and find areas of weakness or areas of importance for your comprehensive
financial plan.
Feel free to complete the fact finder that best meets your goals so we can better assist you in meeting all of your financial needs. If you are unsure which
fact finder to fill out, start with the Comprehensive Fact Finder for your initial meeting. Links to download each Fact Finder are below the descrip
This fact finder is a 27 page questionnaire that is a comprehensive overview of your financial position and your priorities. In order for us to get the best possible picture of your financial situation, our advisors recommend reviewing and filling out this document prior to your first meeting. This helps you not only find the information that you need, but also recognize your priorities. This also helps us understand your risk tolerance, your estate planning needs and much more.
Click below to download the questionnaire and print and complete in preparation for your meeting with us.
This is an abridged version of the Comprehensive Fact Finder. This allows us to get an overview of your financial picture without delving too deep into anything. The Shortened Fact Finder allows you to set your priorities for what you wish to accomplish from our new relationship. This has a section for the client and their spouse to each set their own priorities as well as a general plan for retirement needs. There is also a section for clients to outline their goals and a timeline for those goals.
Click below to download the Shortened Fact Finder in preparation for your meeting with us.
H&H Retirement Design and Management, Inc. is a SEC Registered Investment Advisor. For more information on our firm, please visit SEC.GOV for a full Form ADV II and the form CRS. Any discussion, text, video or communication on this site should not be considered a recommendation, projection, or assumption of any returns, risks, or future projections of any type of investment, process or plan. Any recommendation can only be made by one of our licensed advisors after consideration of acceptance as a client. No initial communications, without formal engagement should be considered a recommendation or suggestion. H&H Tax and Business Advisors, LLC. is a separate, Non-SEC Registered Advisor but is a commonly owned company practicing in tax and business advisory services. Please visit HHTBA.Com for specific services related to H&H Tax and Business Advisors, LLC. Please visit our privacy policy and terms of service for this website. Please visit our Client Relationship Summary (ADV III) and our Firm Brochure (ADV II).
This site is published for residents of the United States only. Investment Advisor Representatives of H&H Retirement Design and Management Inc may only conduct business with residents of the states and/or jurisdictions in whichthey are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed.