Getting Started

Thank you for considering Lindsey Financial, Inc. as your financial planner. We appreciate the opportunity to work with you.

To begin your journey to a secure and rewarding future, we ask that you download, complete, and submit the following forms to our office for processing.

Once we have received these forms, you will be contacted by a representative within 24 hours to discuss your circumstances and go over any questions. 

In addition, please provide copies of your tax returns from the last two years. If you have not filed recently, please provide the two most recent.
Please submit all information to the following:

MAIL

Lindsey Financial, Inc. 1980 Orange Tree Ln STE#270 Redlands, CA 92374

EMAIL

info@retire-wealthy.com

FAX

(909) 335-6808

Thank you, and we look forward to working with you!

Any questions about these forms? Please don't hesitate to contact us!