Data Request

The value of your financial plan increases dramatically as we work to gain a deeper understanding of your current situation and future Close overlaygoals and objectives. The wealth planning process begins with obtaining a thorough understanding of your current financial condition through a review of your most recent financial information.

You can find the type of information needed in our Data Request and Cash Flow lists which can be completed in two ways. Please choose the option that is most convenient for you.

1. Electronically (preferred):  Click the button below which will prompt you to establish a user name (which will be your email address) and password. Once you start the form you will receive an email notification which will contain a link that you can reference in the future if you don’t complete the data request in one sitting. This electronic form will allow you to securely provide us electronic copies of your statements and/or provide you the ability to key in financial information and notes. 

2. Printed Forms: Click the linked PDF and complete accordingly. Once complete, please mail to ATTN: Wealth Planning Dept, 3500 Embassy Parkway, Akron, OH 44333 or submit electronically using our secure SendThisFile service.