Forms & Account Info

Here you will find the forms and account information to make your financial goals easier to achieve.

New CLIENT Paperwork

Questionnaire - Please fill this out and if possible return it (by email/fax/mail) prior to our meeting.
Document Checklist - Please gather and bring these items with you.
Budget Worksheet (excel document) - Please fill out and bring with you.
Here is a Biography of Tom Presper and one of Dan Garner for your information.

Financial Planning

PFA and its representatives are in compliance with the current registration requirements of those states in which PFA maintains clients. PFA's website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the PFA website on the internet should not be construed by any consumer and/or prospective client as PFA's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet.