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 three years. If you have not filed recently, please provide the three most recent.
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