Let’s Get Started!
In order to give you the proper advice, we need accurate, up-to-date information regarding your personal and financial status. Our planning questionnaires are designed to provide us with this basic starting data. We ask that you complete one of two questionnaires based upon your current marital status.
Once you have completed the appropriate questionnaires, please mail them to our office or bring them with you to your appointment.
- Single Individuals should complete this questionnaire
- Married Couples should complete this questionnaire
If you choose to mail your completed questionnaires, please address them to:
c/o Pfalzgraf, Beinhauer & Menzies, LLP
455 Cayuga Road, Suite 600
Buffalo, NY 14225