Kuleck Financial Planning 
Registered Investment Advisor 
 
Education, Experience,
 and Expertise You Can Trust.

7440 Route 120,  Emporium, PA 15834
(814) 486-2356
Robin@KuleckFinancialPlanning.com
 

 

 

 

 

Forms

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 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 2014 spring and fall real estate tax payments or rents paid.