fact-finder-questionnaire - snpfinancialadvisors

All information on this page is owned and copyrighted by SNP Financial Advisors ©2021

SNP Financial Advisors is a state registered investment adviser. SNP Financial Advisors may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. SNP Financial Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SNP Financial Advisors’ web site on the Internet should not be construed by any consumer and/or prospective client as SNP Financial Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SNP Financial Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SNP Financial Advisors. A copy of SNP Financial Advisors’ current written disclosure statement discussing SNP Financial Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – https://adviserinfo.sec.gov/individual/summary/2331649.

Please view SNP Financial Advisors

SNP Financial Advisors ADV Part 2A – https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=710445

Dennis Snoozy ADV Part 2B – https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=710444

This website and information are provided for guidance and information purposes only. 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. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered by Bedrock Insurance Agency and Ethos Life , and individually licensed and appointed insurance agent Dennis Snoozy.

The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.

What is your name?

The best email address for documents to go to

What is the best Cell Phone number to reach you at?

What is your spouse's name?

Your Age(s)?

What is your home Address?

Who do you work for?

How long?

What is your work address?

Please list any previous employers

Who does your spouse work for?

How long?

Previous employers for your spouse?

Please list all children and stepchildren and their ages.

What Age would you like to retire?

What Age would your spouse like to retire?

About your house

Do you own any rental properties?

What was your household gross income last year?

How did you file?

In preparation for our appointment

Please use this link to upload the following:

All information on this page is owned and copyrighted by SNP Financial Advisors ©2021