Financial Position Review
The first thing to do to getgoing with the best financial planning services available is to get us the basic information we will need to know to get started on your behalf. You may either print out and complete the questionnaire or do it on-line. Rest assured that every bit of information you give us is 100% confidential.
If you don't have all the information at your fingertips, we can work on gathering it as we go along.
We also have the printable questionnaire in Excel format (though not as pretty) if you prefer: Printable questionnaire (excel)
We look forward to working for you!
Contact Us:
Stan Johnson, Registered Investment Advisor
Comprehensive Financial Planning, Inc.
1075 Main Avenue, Suite 216
Durango, CO 81301
970-385-5227
Toll-Free: 877-901-5227
E-mail: Stan@CompFinancial.com