Page 1
documents necessary for comprehensive financial planning
£ Investment Information
- Copy of most recent statement of holdings
(include mutual funds, savings accounts, IRAs, corporate savings and thrift programs, stock option
Grants, vested pension program amounts, etc.)
£ Company Benefits Booklets or Employee Benefit Program Description
- Group Health and Dental Insurance
- Group/Individual Disability Income Insurance
- Group Life Insurance
- Pension and Profit-Sharing Plans
- Stock Option Programs
- Deferred Compensation Programs
£ Insurance and Annuity Contracts
- Life Insurance
- Disability Income
- Long-Term Care
- Professional Liability Insurance Policies
- Property & Casualty Insurance (including umbrella liability/catastrophe policy)
£ Most Recent Paycheck Stubs
£ Wills & Trust Documents (including life insurance, trusts, and family limited partnership documents)
£ Business Agreements
£ Tax Returns (including 1099s and K-1s)
£ Real Estate Deeds (including out-of-state property)
£ House of Securities (cash-flow worksheet)
www.botsfordfinancial.com3001 Dallas Parkway, Suite 100 | Frisco, TX 75034 | P 214.423.4200 | T F 866.980.3336 | F 214.423.4211
Five Concourse Parkway, Suite 1215 | Atlanta, GA 30328 | P 770.391.4555 | T F 866.980.3336 | F 770.391.9811
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.
documents necessary for comprehensive financial planning
£ Investment Information
- Copy of most recent statement of holdings
(include mutual funds, savings accounts, IRAs, corporate savings and thrift programs, stock option
Grants, vested pension program amounts, etc.)
£ Company Benefits Booklets or Employee Benefit Program Description
- Group Health and Dental Insurance
- Group/Individual Disability Income Insurance
- Group Life Insurance
- Pension and Profit-Sharing Plans
- Stock Option Programs
- Deferred Compensation Programs
£ Insurance and Annuity Contracts
- Life Insurance
- Disability Income
- Long-Term Care
- Professional Liability Insurance Policies
- Property & Casualty Insurance (including umbrella liability/catastrophe policy)
£ Most Recent Paycheck Stubs
£ Wills & Trust Documents (including life insurance, trusts, and family limited partnership documents)
£ Business Agreements
£ Tax Returns (including 1099s and K-1s)
£ Real Estate Deeds (including out-of-state property)
£ House of Securities (cash-flow worksheet)
www.botsfordfinancial.com3001 Dallas Parkway, Suite 100 | Frisco, TX 75034 | P 214.423.4200 | T F 866.980.3336 | F 214.423.4211
Five Concourse Parkway, Suite 1215 | Atlanta, GA 30328 | P 770.391.4555 | T F 866.980.3336 | F 770.391.9811
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.
Serenity Guide™
This is the Serenity Guide™ prepared by ________________________________. It was completed with love and with the hope that the information in this guide can help you with the administrative work you will be completing.
General Information
o Birthdate(s)
o Social Security Number(s)
o Driver License Number(s)
o Primary Physician(s) Info
o Health Insurance Information/Medicare Information
o Long-term Care Insurance Information
Attorney
o Firm and contact information
o Location of original legal documents (wills, trusts, power of attorneys)
o Named Power of Attorney (health care and financial)
Reasoning behind the order and selection
o Named Executor and Trustees
Reasoning behind the order and selection
Page 2
documents necessary for comprehensive financial planning
£ Investment Information
- Copy of most recent statement of holdings
(include mutual funds, savings accounts, IRAs, corporate savings and thrift programs, stock option
Grants, vested pension program amounts, etc.)
£ Company Benefits Booklets or Employee Benefit Program Description
- Group Health and Dental Insurance
- Group/Individual Disability Income Insurance
- Group Life Insurance
- Pension and Profit-Sharing Plans
- Stock Option Programs
- Deferred Compensation Programs
£ Insurance and Annuity Contracts
- Life Insurance
- Disability Income
- Long-Term Care
- Professional Liability Insurance Policies
- Property & Casualty Insurance (including umbrella liability/catastrophe policy)
£ Most Recent Paycheck Stubs
£ Wills & Trust Documents (including life insurance, trusts, and family limited partnership documents)
£ Business Agreements
£ Tax Returns (including 1099s and K-1s)
£ Real Estate Deeds (including out-of-state property)
£ House of Securities (cash-flow worksheet)
www.botsfordfinancial.com3001 Dallas Parkway, Suite 100 | Frisco, TX 75034 | P 214.423.4200 | T F 866.980.3336 | F 214.423.4211
Five Concourse Parkway, Suite 1215 | Atlanta, GA 30328 | P 770.391.4555 | T F 866.980.3336 | F 770.391.9811
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.
documents necessary for comprehensive financial planning
£ Investment Information
- Copy of most recent statement of holdings
(include mutual funds, savings accounts, IRAs, corporate savings and thrift programs, stock option
Grants, vested pension program amounts, etc.)
£ Company Benefits Booklets or Employee Benefit Program Description
- Group Health and Dental Insurance
- Group/Individual Disability Income Insurance
- Group Life Insurance
- Pension and Profit-Sharing Plans
- Stock Option Programs
- Deferred Compensation Programs
£ Insurance and Annuity Contracts
- Life Insurance
- Disability Income
- Long-Term Care
- Professional Liability Insurance Policies
- Property & Casualty Insurance (including umbrella liability/catastrophe policy)
£ Most Recent Paycheck Stubs
£ Wills & Trust Documents (including life insurance, trusts, and family limited partnership documents)
£ Business Agreements
£ Tax Returns (including 1099s and K-1s)
£ Real Estate Deeds (including out-of-state property)
£ House of Securities (cash-flow worksheet)
www.botsfordfinancial.com3001 Dallas Parkway, Suite 100 | Frisco, TX 75034 | P 214.423.4200 | T F 866.980.3336 | F 214.423.4211
Five Concourse Parkway, Suite 1215 | Atlanta, GA 30328 | P 770.391.4555 | T F 866.980.3336 | F 770.391.9811
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.
Financial Advisor
o Botsford Financial Group – Kay Lynn Mayhue [email protected] 770-391-4555
o Relationship Manager
Tax Professional
Insurance Agent for Property and Casualty (auto/home)
Banking Account information
o Institution(s)
o Account Number(s)
o Contact person and contact information
o Online bill pay information
o Automatic Payment/Draft information
Investment Account Information
o Company
o Account Numbers(s)
o Contact person and contact information
Investment Account Information (continued)
o Company
o Account Numbers(s)
o Contact person and contact information
Page 3
documents necessary for comprehensive financial planning
£ Investment Information
- Copy of most recent statement of holdings
(include mutual funds, savings accounts, IRAs, corporate savings and thrift programs, stock option
Grants, vested pension program amounts, etc.)
£ Company Benefits Booklets or Employee Benefit Program Description
- Group Health and Dental Insurance
- Group/Individual Disability Income Insurance
- Group Life Insurance
- Pension and Profit-Sharing Plans
- Stock Option Programs
- Deferred Compensation Programs
£ Insurance and Annuity Contracts
- Life Insurance
- Disability Income
- Long-Term Care
- Professional Liability Insurance Policies
- Property & Casualty Insurance (including umbrella liability/catastrophe policy)
£ Most Recent Paycheck Stubs
£ Wills & Trust Documents (including life insurance, trusts, and family limited partnership documents)
£ Business Agreements
£ Tax Returns (including 1099s and K-1s)
£ Real Estate Deeds (including out-of-state property)
£ House of Securities (cash-flow worksheet)
www.botsfordfinancial.com3001 Dallas Parkway, Suite 100 | Frisco, TX 75034 | P 214.423.4200 | T F 866.980.3336 | F 214.423.4211
Five Concourse Parkway, Suite 1215 | Atlanta, GA 30328 | P 770.391.4555 | T F 866.980.3336 | F 770.391.9811
Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registeredinvestment 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.
documents necessary for comprehensive financial planning
£ Investment Information
- Copy of most recent statement of holdings
(include mutual funds, savings accounts, IRAs, corporate savings and thrift programs, stock option
Grants, vested pension program amounts, etc.)
£ Company Benefits Booklets or Employee Benefit Program Description
- Group Health and Dental Insurance
- Group/Individual Disability Income Insurance
- Group Life Insurance
- Pension and Profit-Sharing Plans
- Stock Option Programs
- Deferred Compensation Programs
£ Insurance and Annuity Contracts
- Life Insurance
- Disability Income
- Long-Term Care
- Professional Liability Insurance Policies
- Property & Casualty Insurance (including umbrella liability/catastrophe policy)
£ Most Recent Paycheck Stubs
£ Wills & Trust Documents (including life insurance, trusts, and family limited partnership documents)
£ Business Agreements
£ Tax Returns (including 1099s and K-1s)
£ Real Estate Deeds (including out-of-state property)
£ House of Securities (cash-flow worksheet)
www.botsfordfinancial.com3001 Dallas Parkway, Suite 100 | Frisco, TX 75034 | P 214.423.4200 | T F 866.980.3336 | F 214.423.4211
Five Concourse Parkway, Suite 1215 | Atlanta, GA 30328 | P 770.391.4555 | T F 866.980.3336 | F 770.391.9811
Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registeredinvestment 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.
Technology
o Computer and Phone Password(s)
o Wifi Password(s)
o Email Addresses: login and password information
o Social Media sites: login and password information
o Home Security System
Liability information Liability information
o Credit Card(s)
o Mortgage(s)
o Car Loan(s)
o Other
Page 4
documents necessary for comprehensive financial planning
£ Investment Information
- Copy of most recent statement of holdings
(include mutual funds, savings accounts, IRAs, corporate savings and thrift programs, stock option
Grants, vested pension program amounts, etc.)
£ Company Benefits Booklets or Employee Benefit Program Description
- Group Health and Dental Insurance
- Group/Individual Disability Income Insurance
- Group Life Insurance
- Pension and Profit-Sharing Plans
- Stock Option Programs
- Deferred Compensation Programs
£ Insurance and Annuity Contracts
- Life Insurance
- Disability Income
- Long-Term Care
- Professional Liability Insurance Policies
- Property & Casualty Insurance (including umbrella liability/catastrophe policy)
£ Most Recent Paycheck Stubs
£ Wills & Trust Documents (including life insurance, trusts, and family limited partnership documents)
£ Business Agreements
£ Tax Returns (including 1099s and K-1s)
£ Real Estate Deeds (including out-of-state property)
£ House of Securities (cash-flow worksheet)
www.botsfordfinancial.com3001 Dallas Parkway, Suite 100 | Frisco, TX 75034 | P 214.423.4200 | T F 866.980.3336 | F 214.423.4211
Five Concourse Parkway, Suite 1215 | Atlanta, GA 30328 | P 770.391.4555 | T F 866.980.3336 | F 770.391.9811
Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registeredinvestment 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.
documents necessary for comprehensive financial planning
£ Investment Information
- Copy of most recent statement of holdings
(include mutual funds, savings accounts, IRAs, corporate savings and thrift programs, stock option
Grants, vested pension program amounts, etc.)
£ Company Benefits Booklets or Employee Benefit Program Description
- Group Health and Dental Insurance
- Group/Individual Disability Income Insurance
- Group Life Insurance
- Pension and Profit-Sharing Plans
- Stock Option Programs
- Deferred Compensation Programs
£ Insurance and Annuity Contracts
- Life Insurance
- Disability Income
- Long-Term Care
- Professional Liability Insurance Policies
- Property & Casualty Insurance (including umbrella liability/catastrophe policy)
£ Most Recent Paycheck Stubs
£ Wills & Trust Documents (including life insurance, trusts, and family limited partnership documents)
£ Business Agreements
£ Tax Returns (including 1099s and K-1s)
£ Real Estate Deeds (including out-of-state property)
£ House of Securities (cash-flow worksheet)
www.botsfordfinancial.com3001 Dallas Parkway, Suite 100 | Frisco, TX 75034 | P 214.423.4200 | T F 866.980.3336 | F 214.423.4211
Five Concourse Parkway, Suite 1215 | Atlanta, GA 30328 | P 770.391.4555 | T F 866.980.3336 | F 770.391.9811
Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registeredinvestment 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.
Life Insurance Information
o Carrier(s)
o Amount(s)
o Contact Person and Contact Information
Pension and Human Resources contact information
Physical locations for
o Birth Certificate
o Marriage License
o Property Deeds
o Other (business agreements, divorce decrees, adoption papers, etc.)
Frequent Flyer Information
Hotel Points Information
Security Safe information – combination or location of keys
Page 5
documents necessary for comprehensive financial planning
£ Investment Information
- Copy of most recent statement of holdings
(include mutual funds, savings accounts, IRAs, corporate savings and thrift programs, stock option
Grants, vested pension program amounts, etc.)
£ Company Benefits Booklets or Employee Benefit Program Description
- Group Health and Dental Insurance
- Group/Individual Disability Income Insurance
- Group Life Insurance
- Pension and Profit-Sharing Plans
- Stock Option Programs
- Deferred Compensation Programs
£ Insurance and Annuity Contracts
- Life Insurance
- Disability Income
- Long-Term Care
- Professional Liability Insurance Policies
- Property & Casualty Insurance (including umbrella liability/catastrophe policy)
£ Most Recent Paycheck Stubs
£ Wills & Trust Documents (including life insurance, trusts, and family limited partnership documents)
£ Business Agreements
£ Tax Returns (including 1099s and K-1s)
£ Real Estate Deeds (including out-of-state property)
£ House of Securities (cash-flow worksheet)
www.botsfordfinancial.com3001 Dallas Parkway, Suite 100 | Frisco, TX 75034 | P 214.423.4200 | T F 866.980.3336 | F 214.423.4211
Five Concourse Parkway, Suite 1215 | Atlanta, GA 30328 | P 770.391.4555 | T F 866.980.3336 | F 770.391.9811
Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registeredinvestment 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.
documents necessary for comprehensive financial planning
£ Investment Information
- Copy of most recent statement of holdings
(include mutual funds, savings accounts, IRAs, corporate savings and thrift programs, stock option
Grants, vested pension program amounts, etc.)
£ Company Benefits Booklets or Employee Benefit Program Description
- Group Health and Dental Insurance
- Group/Individual Disability Income Insurance
- Group Life Insurance
- Pension and Profit-Sharing Plans
- Stock Option Programs
- Deferred Compensation Programs
£ Insurance and Annuity Contracts
- Life Insurance
- Disability Income
- Long-Term Care
- Professional Liability Insurance Policies
- Property & Casualty Insurance (including umbrella liability/catastrophe policy)
£ Most Recent Paycheck Stubs
£ Wills & Trust Documents (including life insurance, trusts, and family limited partnership documents)
£ Business Agreements
£ Tax Returns (including 1099s and K-1s)
£ Real Estate Deeds (including out-of-state property)
£ House of Securities (cash-flow worksheet)
www.botsfordfinancial.com3001 Dallas Parkway, Suite 100 | Frisco, TX 75034 | P 214.423.4200 | T F 866.980.3336 | F 214.423.4211
Five Concourse Parkway, Suite 1215 | Atlanta, GA 30328 | P 770.391.4555 | T F 866.980.3336 | F 770.391.9811
Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registeredinvestment 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.
Specific Personal Property wishes (cars, art, jewelry, keepsakes, family antiques, etc.)
Item Beneficiary
Legacy wishes for the money
Page 6
documents necessary for comprehensive financial planning
£ Investment Information
- Copy of most recent statement of holdings
(include mutual funds, savings accounts, IRAs, corporate savings and thrift programs, stock option
Grants, vested pension program amounts, etc.)
£ Company Benefits Booklets or Employee Benefit Program Description
- Group Health and Dental Insurance
- Group/Individual Disability Income Insurance
- Group Life Insurance
- Pension and Profit-Sharing Plans
- Stock Option Programs
- Deferred Compensation Programs
£ Insurance and Annuity Contracts
- Life Insurance
- Disability Income
- Long-Term Care
- Professional Liability Insurance Policies
- Property & Casualty Insurance (including umbrella liability/catastrophe policy)
£ Most Recent Paycheck Stubs
£ Wills & Trust Documents (including life insurance, trusts, and family limited partnership documents)
£ Business Agreements
£ Tax Returns (including 1099s and K-1s)
£ Real Estate Deeds (including out-of-state property)
£ House of Securities (cash-flow worksheet)
www.botsfordfinancial.com3001 Dallas Parkway, Suite 100 | Frisco, TX 75034 | P 214.423.4200 | T F 866.980.3336 | F 214.423.4211
Five Concourse Parkway, Suite 1215 | Atlanta, GA 30328 | P 770.391.4555 | T F 866.980.3336 | F 770.391.9811
Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registeredinvestment 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.
documents necessary for comprehensive financial planning
£ Investment Information
- Copy of most recent statement of holdings
(include mutual funds, savings accounts, IRAs, corporate savings and thrift programs, stock option
Grants, vested pension program amounts, etc.)
£ Company Benefits Booklets or Employee Benefit Program Description
- Group Health and Dental Insurance
- Group/Individual Disability Income Insurance
- Group Life Insurance
- Pension and Profit-Sharing Plans
- Stock Option Programs
- Deferred Compensation Programs
£ Insurance and Annuity Contracts
- Life Insurance
- Disability Income
- Long-Term Care
- Professional Liability Insurance Policies
- Property & Casualty Insurance (including umbrella liability/catastrophe policy)
£ Most Recent Paycheck Stubs
£ Wills & Trust Documents (including life insurance, trusts, and family limited partnership documents)
£ Business Agreements
£ Tax Returns (including 1099s and K-1s)
£ Real Estate Deeds (including out-of-state property)
£ House of Securities (cash-flow worksheet)
www.botsfordfinancial.com3001 Dallas Parkway, Suite 100 | Frisco, TX 75034 | P 214.423.4200 | T F 866.980.3336 | F 214.423.4211
Five Concourse Parkway, Suite 1215 | Atlanta, GA 30328 | P 770.391.4555 | T F 866.980.3336 | F 770.391.9811
Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registeredinvestment 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.
Safety Deposit Box Information
Service/Burial/Cremation Wishes
o If cremation, wishes for ashes
o If burial, wishes for location
o Desired memorial service details – songs, minister, readings
o Desire for memorial service pallbearers? If so, who?
o Favorite Charity for “in lieu flowers”
Desires for Pets
Desires for real estate (including realtor information)
Page 7
documents necessary for comprehensive financial planning
£ Investment Information
- Copy of most recent statement of holdings
(include mutual funds, savings accounts, IRAs, corporate savings and thrift programs, stock option
Grants, vested pension program amounts, etc.)
£ Company Benefits Booklets or Employee Benefit Program Description
- Group Health and Dental Insurance
- Group/Individual Disability Income Insurance
- Group Life Insurance
- Pension and Profit-Sharing Plans
- Stock Option Programs
- Deferred Compensation Programs
£ Insurance and Annuity Contracts
- Life Insurance
- Disability Income
- Long-Term Care
- Professional Liability Insurance Policies
- Property & Casualty Insurance (including umbrella liability/catastrophe policy)
£ Most Recent Paycheck Stubs
£ Wills & Trust Documents (including life insurance, trusts, and family limited partnership documents)
£ Business Agreements
£ Tax Returns (including 1099s and K-1s)
£ Real Estate Deeds (including out-of-state property)
£ House of Securities (cash-flow worksheet)
www.botsfordfinancial.com3001 Dallas Parkway, Suite 100 | Frisco, TX 75034 | P 214.423.4200 | T F 866.980.3336 | F 214.423.4211
Five Concourse Parkway, Suite 1215 | Atlanta, GA 30328 | P 770.391.4555 | T F 866.980.3336 | F 770.391.9811
Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registeredinvestment 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.
documents necessary for comprehensive financial planning
£ Investment Information
- Copy of most recent statement of holdings
(include mutual funds, savings accounts, IRAs, corporate savings and thrift programs, stock option
Grants, vested pension program amounts, etc.)
£ Company Benefits Booklets or Employee Benefit Program Description
- Group Health and Dental Insurance
- Group/Individual Disability Income Insurance
- Group Life Insurance
- Pension and Profit-Sharing Plans
- Stock Option Programs
- Deferred Compensation Programs
£ Insurance and Annuity Contracts
- Life Insurance
- Disability Income
- Long-Term Care
- Professional Liability Insurance Policies
- Property & Casualty Insurance (including umbrella liability/catastrophe policy)
£ Most Recent Paycheck Stubs
£ Wills & Trust Documents (including life insurance, trusts, and family limited partnership documents)
£ Business Agreements
£ Tax Returns (including 1099s and K-1s)
£ Real Estate Deeds (including out-of-state property)
£ House of Securities (cash-flow worksheet)
www.botsfordfinancial.com3001 Dallas Parkway, Suite 100 | Frisco, TX 75034 | P 214.423.4200 | T F 866.980.3336 | F 214.423.4211
Five Concourse Parkway, Suite 1215 | Atlanta, GA 30328 | P 770.391.4555 | T F 866.980.3336 | F 770.391.9811
Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registeredinvestment 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.
This guide was completed with the help of Botsford Financial Group. I believe they will be instrumental in helping you through this difficult process. It would be my desire that all of my beneficiaries continue to work with the trusted Botsford Financial Group team. They know my situation very well; both personally and financially. I believe they can help you manage your financial world in the manner that I would want for you!
Botsford Financial Group3001 Dallas Parkway, Suite 100 Frisco, TX 75034 and Five Concourse Parkway, Suite 1215 Atlanta, Georgia 30328
Toll Free: (866) 980-3336Visit us at: www.botsfordfinancial.com
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.
Legacy wishes beyond the money – words to live by!
Favorite Quote:
