Confidential Tax & Financial Planning Questionniare

Please gather an electronic copy of your most recent tax return and pay stub, and tell us a bit more about yourself and your financial needs below.

Full Name

Date of Birth

Email

Phone Number

Address

Employer

Annual Income

If Married or Partner, Enter Spouse's or Partner's Full Name

Current Tax Filing Status * Required

Single

Married Filing Jointly

Married Filing Seperately

Head of Household

Qualifiying Widow(er)

Unsure

Spouse's or Partner's Date of Birth

Spouse's or Partner's Email

Spouse's or Partner's Phone Number

Spouse's or Partner's Address

Spouse's or Partner's Employer

Spouse's or Partner's Annual Income

Number of Dependents

Child(ren)'s Name(s) & Date(s) of Birth

Would you like to share any background with us?

Primary financial objectives * Required

Tax Planning

Financial Planning for Business Owners

Retirement Planning

Education Funding

Death or Disability Planning

Estate Planning

Long-Term Care Funding

Funding a Major Purchase

Eliminating or Reducing Debt

Evaluating Investment Portfolio

Select a File

Securely upload tax return, paystub & other financial documents.

Henderson Financial Group | One Columbus Center, Suite 540, Virginia Beach, VA 23462 | (757) 314-4638 | team@hendersonfg.com

Advisory services offered through Henderson Financial Group LLC, a registered investment advisor.

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The financial professional associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

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