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If you have not yet completed the Retirement Analysis questionnaire, please click here
INVESTMENT STATEMENTS
Part of a good Retirement Analysis is to review your current Quarterly Investment statements.
To upload your investment statements, simply go your financial institution and download a copy of your statement to the computer which is in a PDF format. Then you can upload to our SECURE SERVER so that we can review your document. If you have other documents you would like us to review, you may use this same link. If you have questions, please contact us at (360) 722-7889.
Part of a good Retirement Analysis is to review your current Quarterly Investment statements.
To upload your investment statements, simply go your financial institution and download a copy of your statement to the computer which is in a PDF format. Then you can upload to our SECURE SERVER so that we can review your document. If you have other documents you would like us to review, you may use this same link. If you have questions, please contact us at (360) 722-7889.