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Forms

Please find below fillable forms commonly used in our planning process and in account servicing.

 

Budget Data Gathering

Client Questionnaire

Duplicate Statements

Items to Bring to Our Meeting

Permission to Disclose PII

New Account Worksheet

Personal Monthly Budget

Retirement Lifestyle Workbook

Trading Authorization

Trusted Contact Person

The financial consultants at Barton Spector Wealth Strategies are registered representatives with, and securities are offered through LPL Financial. Member FINRA/SIPC.  Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor.  Stratos Wealth Partners, Ltd. and Barton Spector Wealth Strategies are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

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