Preparing for your first visit

Thank you for choosing Buckingham Financial Group, Inc. In order to get the most benefit from our meeting, we request that you submit a Financial Planning Profile (below) and review the list of items to bring with you to your meeting. If you have any questions or if we can be of any assistance, please call us.

(937)435-2742 or email service@buckinghamfinancial.com.

Please click HERE to complete the Financial Planning Profile form.

We request that you bring some/all of the following items with you to your meeting:

  1. Most recent tax returns

  2. Mortgage/Debt information (balance, interest rate, etc.)

  3. Most recent investment statements

  4. Retirement account statements (401k. 403b, Deferred Compensation, etc.)
  5. Any other information on specific items that you would like to discuss