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The Kuleck Financial Planning website offers links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the Kuleck Financial Planning web stie. These sites are managed by unaffiiliated organizations that do not have a business relationship with Kuleck Financial Planning. These links are only offered for use at your own discretion.

 

Kuleck Financial Planning  does not provide, and is not responsible for, the product, service, or overall website content available on third-party sites. By providing links to these sites Kuleck Financial Planning is not promoting, approving, or endorsing either the content of the sties or any product or service offered by the sites' sponsors.

 

Our privacy policies do not apply to linked websites. You should consult the privacy disclosures on each third party site for further information. Third party web sites may provide different security features than the Kuleck Financial Planning web site.

 

We hope you find the links and resources  listed below useful. If you find other links that you think should appear here, please email your suggestions to robin@kuleckfinancialplanning.com

 

Cameron County Chamber of Commerce

College for Financial Planning

2015 Plannng Limits

2016 Planning Limits

Credit Report Request

Annual Credit Report

Credit Score

Credit.com

Debt Management

PowerPay

Financial Calculators

Bankrate.com

Mutual Fund Comparison - FINRA (Financial Industry Regulatory Authority)

Compare 3 funds

Newsletters

Dollar Stretcher

Savings Bond Wizard

Track your bond portfolio value

Social Security

Personalized Statement of Earnings

Taxes

IRS

Pennsylvania Department of Revenue

 

 

 

 

Engaging the services of a Financial Planner means you are taking a giant step toward securing your financial future. It is important that you review the documents linked below so that you are aware of your rights and responsibilities.

 

To get the most out of our first meeting, please complete the confidential client questionaire to the best of your ability, and if necessary bring along any additional documents you feel are necessary to create a complete picture of your current financial situation. Don't stress if you don't know some of the information. Together we will review the completed form at  our Get Acquainted meeting which should last about half an hour. 

  1. Kuleck Financial Planning 2016 Form ADV Part 2 disclosure brochure which includes our privacy policy. We will not share your personal financial information with anyone unless you have specifically asked us to do so.
  2. Client Service Agreement | Please review our client service agreement. We will provide a personalized copy of this for you to sign at our get acquainted meeting if you agree that our services meet your needs.
  3. In order to provide the highest quality of advice, we ask that you complete this questionnaire to the best of your ability and submit at least one week before our scheduled Get Acquainted meeting. 

 

Download the Confidential Questionnaire (Editable Word®Document; complete, print, and mail or email as an attachment) 

 

Income Tax Preparation - Click here to download and print the intake form necessary for us to prepare your federal and state income tax returns. Complete both pages and bring it to your tax appointment along with all supporting documents such as W-2's and 1099's. Additionally, if you might be eligible for Pennsylvania Rent and Property Tax Rebate, bring along receipts for  spring and fall real estate tax payments or rents paid.