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Our Confidential Client Profile is the key to understanding your financial present and our key to strategizing your financial future.

If you are not sure of an answer, take your best guess. Make any appropriate notes where needed, try not to leave anything blank.

Please either email them to AllenLewisFSI@Gmail.com or fax to (908) 325-0269 upon completion.

Use this form to give us permission to request your tax information directly from your accountant

This form can be used to list your monthly expenses compared to your monthly income

Please print out this spreadsheet and list all of your asset accounts

Please print this spreadsheet out and list all of your liability accounts

This form can be used to detail the information in your Wills.

This form can be used to detail the information for your Power of Attorney

This form can be used to detail the information for your Living Will

Use this questionnaire when applying for Life Insurance