New Client Forms

We have created this site to help you gain a better understanding of the financial concepts behind investing and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. To get started, please download the easy to use form below, fill in the information and hit the “Submit” button. Our experts will be in touch as soon as possible.

Confidential Questionnaire

We have created this easy to use form to help our team gather the necessary information to help make informed decisions about how to help you on your financial journey. Simply download the form below, fill in all relevant information, and hit the submit button.

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Follow-Up Questionnaire

This form goes into a little more depth into your financial and investment knowledge. Our team needs to gather as much information about you, and your financial history to be able to make the best decisions on what resources will be the best fit for your individual situation. Again, it is easy to use, just fill in the relevant information and hit the “Submit” button.

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Not comfortable emailing this information?

No problem. You can always call, fax or stop by the office if that works better for you. We always keep your information completely confidential, but know that everyone is different. We are here to help you, and to do that we will do whatever it takes to help you know that you are safe with the Maverick Team.

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