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 firstname.lastname@example.org
College for Financial Planning
Credit Report Request
Mutual Fund Comparison - FINRA (Financial Industry Regulatory Authority)
Savings Bond Wizard
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.
- 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.
- 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.