Client Forms

Securities Offered Through Purshe Kaplan Sterling Investments, Member SIPC/FINRA   www.finra.org
Headquartered at 18 Corporate Woods Boulevard, Albany, NY  12211
Not FDIC Insured. Not Bank Guaranteed.  May Lose Value, Including Loss of Principal.  Not Insured By Any State or Federal Agency.
Financial Planning
  • New Client Profile
    Information for we request new clients complete prior to our initial meeting.
Financial Planning For Seniors
  • Important Questions to Ask Your IRA Custodian
    A list of nine questions you must pose to your IRA custodian if you want to ensure your wishes are carried out when your IRA is inherited.
  • IRA Beneficiary Information Sheet
    Perfect tool for IRA owners to provide important information to their beneficiaries as to their wishes and the location of important documents.
  • Required Minimum Distribution Planner
    Worksheet designed to assist owners of IRAs and company retirement plans to calculate their Required Minimum Distributions.
  • Retirement Savings Safety Quiz
    This simple quiz is designed to help you evaluate how safe your nest egg is from the effects of taxation and poor planning. It is designed to identify the most common and costliest mistakes people make with their retirement savings.
Financial Planning Services
  • Why Risk Matters
    Timing risk can be devastating in a financial plan. Few investors understand it's implications. Find out how bad timing can lead to problems with your financial plan and how Wealthcare can help you overcome the problem.
  • What Are the Odds?
    Already have a financial plan? How sure can you be in it's success? Find out why traditional financial plans often fail investors.
  • An Introduction to Wealthcare
    PowerPoint presentation of benefits of Wealthcare Planning.
  • Wealthcare Questionaire
    Wealthcare Questionaire - the beginnings of your own personal Wealthcare Plan.
Investment
 
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