Getting Started
New Client Process
1. Download New Client Intake Form
Get started by filling out this form and bringing it with you to your appointment.
Download
2. Prepare Documents
Get together the appropriate documents so we can better serve you.
3. Get Started on your path to Financial Peace.
Call Us Today to Schedule your FREE Consultation with a professional financial advisor. 1-760-436-5353
Thank you for choosing Shaw Financial Services to guide you through this process.
To ensure that we are fully prepared please bring the following documents to our initial meeting so that I may better help you:
- Most recent two years tax returns
- Any notices you have received from the IRS
- Insurance policies and annuities
- If you are a business please include your corporate/incorporation papers.
I look forward to meeting with you soon.
Sincerely
Richard Shaw