FINANCIAL REVIEW FORM

 

 

Thank you for taking the time to complete our Financial Review Form. This is an important step towards understanding your needs, goals, and circumstances so we may provide the best recommendations.  

The link below will forward you to our online form. The estimated time for completion is approximately 20 minutes but may vary depending on the information you have readily available.

 

The form will ask about your personal and financial information, investment experience, risk tolerance, and goals. While not all fields are mandatory, your review will be as detailed as the information you provide. 

After you submit a completed form, we will follow up with any questions and review next steps.  Please contact BCM with any issues.