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LifePath Financial |
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Finding Paths to Your Financial Goals |
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To contact us: |
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LifePath Financial Phone: 614-477-2433 Fax: 614-855-0911 E-mail: roger@lifepathfinancial.com |
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Client Forms |
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In preparation for our Get Acquainted meeting, please download and complete this Confidential Questionnaire by clicking above. It is a Microsoft WordŽ document that you can complete on your PC, save and print out. You can also print it out and complete it by hand. Don't be intimidated by the amount of information needed - complete it to the best of your ability. If a few items are missing, we can still get started on creating a roadmap to your financial future.
Form ADV Part II outlines important information about LifePath Financial, our business methods, fees, professional qualifications and all other pertinent business information.
The financial advisory field is highly regulated, and financial advisors must provide consumers with a notice of the Firm's privacy policies, practices and procedures. Please click above to download our Privacy Policy.
In an era when not every person working in the financial industry can be trusted, it is important to know what LifePath Financial stands for. Please click the above link to download our Code of Ethics. |
