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Financial Planning Questionnaire

PART I | About You

Children

Pierson Wealth Management_LOGO (2) white

404.233.7272

1380 West Paces Ferry Road Northwest | Suite 2105

Atlanta, GA 30327

RFP Financial Group, LLC d/b/a Pierson Wealth Management is a Securities and Exchange Commission registered investment advisor. Registration with the SEC does not imply a certain level of skill or expertise. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

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