Kuleck Financial Planning   
Education, Experience, and Expertise You Can Trust.

 

7440 Route 120,  Emporium, PA 15834
(814) 486-2356
Robin@KuleckFinancialPlanning.com 

 

 

 

 

 

Forms

Engaging the services of a Financial Planner means you are taking a giant step toward securing your financial future. It is important that you review the documents linked below so that you are aware of your rights and responsibilities.

 

To get the most out of our first meeting, please complete the confidential client questionaire to the best of your ability, and if necessary bring along any additional documents you feel are necessary to create a complete picture of your current financial situation. Don't stress if you don't know some of the information. Together we will review the completed form at  our Get Acquainted meeting which should last about half an hour.

 

1.   Garrett Investment Advisors, LLC, Form ADV Part 2A disclosure brochure which includes our privacy policy. We will not share your personal financial information with anyone unless you have specifically asked us to do so.

 

2.   Form ADV Part 2B| advisory personnel brochure supplement .

 

3.   Client Service Agreement| Please review our client service agreement. We will provide a personalized copy of this for you to sign at our financial advice meeting if you agree that our services meet your needs.


4.  In order to provide the highest quality of advice, we ask that you complete this online questionnaire to the best of your ability and submit at least one week before our scheduled Get Acquainted meeting. Click on one of the following three methods

      a. Secure online Confidential Client Questionnaire (automatically forwarded to us when
          complete) This brief video will provide information on completing the Confidential
          Client Questionnaire.

      b.  Handwritten form (to be emailed or mailed)

      c.  Download the Confidential Questionnaire (Editable Word®Document, complete

           print and mail or email) 
Income Tax Preparation - Click here to download and print the intake form necessary for us to prepare your federal and state income tax returns. Complete both pages and bring it to your tax appointment along with all supporting documents such as W-2's and 1099's. Additionally, if you might be eligible for Pennsylvania Rent and Property Tax Rebate, bring along receipts for 2012 spring and fall real estate tax payments or rents paid.
Investment advisor representative of an investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC Registered investment advisor. Tel: (910)FEE-ONLY. Kuleck Financial Planning may offer investment advisory services in the State of Pennsylvania and in other jurisdictions where exempted.