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Client Relationship Summary

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Who We Serve

For Individuals

Hyper-personalized expertise for the crossroads of life and finance, seamlessly integrated in your personal and professional matters.

For Advisors

Let us handle your day-to-day financial management and operations, so you can dedicate your time to serving your clients and scaling your business.
Market Pulse

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For Individuals
For Advisors
Market Pulse
About Us
Our Team
Contact

Home
For Individuals
For Advisors
Market Pulse
About Us
Our Team
Contact

Let's getorganized

We’re here to help. Prior to our first meeting, please complete any applicable items to help us get to know you. Not all information is required. Please fill in as much or as little information as available, and we will fill in the gaps.

PERSONAL + CONTACT INFORMATION

Name

Email

Date Of Birth

Cell Phone

Primary Address

City

State

ZIP

Spouse Name

Spouse Email

Spouse Birthday

Spouse Phone

Anniversary

Occupation

PREFERRED CONTACT METHOD

Preferred Contact Method

Cell Phone E-Mail Mail Text Message

HOW DID YOU HEAR ABOUT US?

How did you hear about us?

If Other Please Specify

FAMILY + PROFESSIONALS IN YOUR CORNER

Children/Dependents

Date of Birth

Spouse/Partner

Children/Dependents

Date of Birth

Spouse/Partner

Children/Dependents

Date of Birth

Spouse/Partner

Children/Dependents

Date of Birth

Spouse/Partner

Number Of Grandchildren [If Applies]

Insurance Agents, Company

Accountant/CPA, Company

Attorney, Company

Other Professional, Company

GOALS + AREAS OF FOCUS

CHECK ANY AREAS OF FOCUS THAT CURRENTLY APPLY, OR ARE A PART OF YOUR FINANCIAL FUTURE.

Goals/Focus

Charitable Giving Debt Reduction Financial Legacy For Adult Children Funeral Planning + Expenses Long Term Care Costs Care For Aging Parents Travel In Retirement College Expenses For Kids/Grandkids Vacation/Second Home Other

If Other Please Specify

Why Did You Schedule A Strategy Session

Financial Goals

What Would You Do Everyday, Even If You Didn't Get Paid

INCOME + ASSETS

INCOME [ANNUAL]

Salary 1

Salary 2

Pension

Other Income

RETIREMENT ACCOUNT[S] *do not enter any account numbers

Matched Y/N

Retirement Account

Balance

Matched Y/N

Retirement Account

Balance

Matched Y/N

Retirement Account

Balance

Matched Y/N

Retirement Account

Balance

Matched Y/N

Retirement Account

Balance

Matched Y/N

NON-RETIREMENT ACCOUNT[S] *do not enter any account numbers

Type

Non-Retirement Account

Balance

Type

Non-Retirement Account

Balance

Type

Non-Retirement Account

Balance

Type

Non-Retirement Account

Balance

Type

DEBT

Debt

Amount

Rate

Current Value

Debt

Amount

Rate

Current Value

Debt

Amount

Rate

Current Value

Debt

Amount

Rate

Current Value

Major Expenses

DO YOU HAVE THE FOLLOWING [CHECK ALL THAT APPLY]

Do You Have The Following

Trust Will Power Of Attorney Life Insurance Disability/Long Term Care Insurance

616-394-4994
800-851-7214
hello@lvzinc.com

LVZ
Locations

HOLLAND
240 S. River Avenue
Holland, MI 49423

OKEMOS
By appointment only
2133 University Park Dr. Suite 250
Okemos, MI 48864

ANN ARBOR
By appointment only
Atria Business Park
2008 Hogback Road Suite 3A
Ann Arbor, MI 48105

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PLANNING

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ABOUT
LVZ

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Contact

Legal DISCLOSURE

Securities offered through Harbour Investments, Inc. Member FINRA/SIPC. Investment advisory services offered through LVZ, Inc. LVZ Financial Planning and LVZ Investment Management are DBAs of LVZ, Inc. LVZ, Inc. is a federally registered investment adviser. Please download our Client Relationship Summary or request our ADV for information about our firm.

Securities are offered in Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Maine, Massachusetts, Michigan, Missouri, New York, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Vermont, Virginia, and Wisconsin.

Insurance is offered in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Michigan, Missouri, New York, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia, and Wisconsin.

LVZ, Inc. is committed to providing an accessible experience for all visitors to our website, including those with disabilities. If you experience difficulty in accessing the LVZ website, please contact us at 1-800-851-7214 or info@lvzinc.com.

For more information, see our disclosures page and our privacy policy.

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