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Financial Planning Questionnaire

Please note that your information is secure. This questionnaire uses encryption technology to protect your personal information. Your responses are encrypted before they are submitted and can only be decrypted by our office. If you have any questions or would prefer to provide certain information another way, please contact us at 404-233-7272.

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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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