In the PDF attachment below, you will find a list of documents needed for financial planning and questionnaire to be completed before starting the planning process.
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Botsford Financial Group
Botsford Financial Group is a comprehensive wealth management firm that specializes in asset protection and risk management strategies for successful individuals, business owners and senior executives of Fortune 500 companies.
Disclosure: Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registered investment advisor. Advisory services offered through Stratos Wealth Partners, a registered investment advisor. Botsford Financial Group, Lifestyle Planning Solutions, LLC, and Stratos Wealth Partners are separate entities from LPL Financial.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, IL, LA, MA, ME, MI, MO, MS, NC, NJ, NV, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA.
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