Welcome to
| Appelman Financial |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
Getting Started...
So you have reviewed our website or you have been referred to us by one of our
client and you are ready to come in and meet with us…we can gladly help with that!
1. Give our office a call at 784-1716 or 1-800-598-4998 and speak with
Karin or Laurie and we can schedule you an appointment that will work with your
calendar. Our office is open from 9:30 – 5 on weekdays although we can often
provide an early morning or evening appointment if that is necessary. First
appointments usually take an hour, there is no obligation to coming in to meet with
us, and there is no fee for your consultation.
2. After your appointment is scheduled, we will send out a mailing
confirming your appointment day and time, enclosed with a brochure about our
office, and a copy of our Financial Planning Questionnaire. In order to advise you
on your personal financial situation, you will need to bring the following:
*Your completed Financial Planning Questionnaire
*Your spouse, if applicable
Plus the most recent:
*Investment &/or retirement statement(s) (i.e. IRA, 401K, 403B, etc.)
*Income tax return
*Social Security estimate notice(s)
*Life insurance policy statement(s)
Please note that gathering the above information will allow us to advise you on your
“overall financial picture.” Just as you need to provide your physician with your
health history, temperature and blood pressure in order for them to keep you
healthy or make you feel better, we need every piece of your financial puzzle.
Reviewing your personal situation is the key to our services!
3. If you are not familiar with where we are located, please feel free to print
off a map from our “Contact Us” page for you to take with you on your trip. Our
office faces Route 42 in Buckhorn and we are located between the Columbia Mall
and Ken’s Cattails. Our handicap accessible parking lot is off of Schoolhouse Road.
4. And we look forward to meeting you…
client and you are ready to come in and meet with us…we can gladly help with that!
1. Give our office a call at 784-1716 or 1-800-598-4998 and speak with
Karin or Laurie and we can schedule you an appointment that will work with your
calendar. Our office is open from 9:30 – 5 on weekdays although we can often
provide an early morning or evening appointment if that is necessary. First
appointments usually take an hour, there is no obligation to coming in to meet with
us, and there is no fee for your consultation.
2. After your appointment is scheduled, we will send out a mailing
confirming your appointment day and time, enclosed with a brochure about our
office, and a copy of our Financial Planning Questionnaire. In order to advise you
on your personal financial situation, you will need to bring the following:
*Your completed Financial Planning Questionnaire
*Your spouse, if applicable
Plus the most recent:
*Investment &/or retirement statement(s) (i.e. IRA, 401K, 403B, etc.)
*Income tax return
*Social Security estimate notice(s)
*Life insurance policy statement(s)
Please note that gathering the above information will allow us to advise you on your
“overall financial picture.” Just as you need to provide your physician with your
health history, temperature and blood pressure in order for them to keep you
healthy or make you feel better, we need every piece of your financial puzzle.
Reviewing your personal situation is the key to our services!
3. If you are not familiar with where we are located, please feel free to print
off a map from our “Contact Us” page for you to take with you on your trip. Our
office faces Route 42 in Buckhorn and we are located between the Columbia Mall
and Ken’s Cattails. Our handicap accessible parking lot is off of Schoolhouse Road.
4. And we look forward to meeting you…