New Client Information

Be prepared for your initial consultation by printing out the forms below. Please fill them out as best as possible so that we can ensure a successful meeting. 

Checklist of Documents for Initial Meeting

  • Copies of Statements for Documents: Cash and cash equivalence (i.e. checking/savings accounts, CD's, money markets)
  • Annuities (Stocks, bonds, mutual funds, REIT's) 
  • Limited Partnership Interests
  • Qualified/IRA Plans
  • Pension or Retirement Plans
  • Profit Sharing Plans
  • Employee Stock Ownership Plans
  • Life Insurance Coverages
  • Employer Stock Options 














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​Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Lone Star Wealth Management and LPL Financial do not provide legal or tax advice. Please consult your legal or tax advisor regarding your specific situation.

​ The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, VA
http://www.finra.org
http://www.sipc.org