Let us help you uncomplicate,
the complicated.
Forms to help us, help you.
Please see a selection of frequently requested client forms and documents. Feel free to complete the forms electronically and email or print and mail your forms back to us at your convenience. Our goal is to always make the process seamless and easy, so as always, let us know what we can do to help.
Thinking about working with us? We cant wait to meet you. Please complete our Client Profile Form and return in advance of our initial meeting.
We are excited to work with you. Our Financial Planning Guide will provide step-by-step guidance to quickly move along your financial planning journey and allow us to craft a plan designed to help you meet your goals.
Our Expense Worksheet will help guide you have a better understanding of not just knowing where your money is, but where it is going.
Time to review your Medicare plan options? Complete our Medicare Questionnaire so we can help you understand your options and choose a plan around your specific needs.
We would love to get to know you better. Completing our our Client Interest Form will help us curate an amazing client experience and be sure we are keeping you included on all things KWMG.
From tax brackets and rates to contribution limits for qualified accounts to key Social Security information, and IRA information—quickly get the numbers you need in our two-page guides. 2025 Tax Rate Guide and 2025 IRA Guide