Home
Our Mission
Our Services
Who We Are
Getting Started
Cardinal Rules
Articles of Interest
Financial Tools
Market Data Bank
Stock Quotes
Company News
Radio Show
Web Links
Contact Us
Disclosure

Getting Started With G. Pollack Financial:

 
Ready to get started? Well there is no need to wait for an appointment in order to begin your plan.  Below are links to three documents designed to help you begin your own financial plan before meeting with your financial advisor:

1) Our Client Data and Profile is a data gathering tool designed to help you identify and note all of the various parts of your financial situation, including your concerns and objectives. 
 
2) The Financial Planning Expense Worksheet is a tool designed to help you catalog all of the variables regarding your cash flow.  Having a good understanding of your cash flow needs and limitations is a critical element to any financial plan. 

3) Our Document Checklist is a simple tool to help you identify any documents that you may need to obtain in order to begin a financial plan. 

Feel free to fill out the above paperwork out and scan them to us at gpollack@gpollackfinancial.com in advance of your next meeting, or simply bring them with you. Welcome to a brighter future - we look forward to helping you!

G. Pollack Financial is an independent financial services firm based in Bend, Oregon. Call us today at 541-323-1008 or email gpollack@gpollackfinancial.com to set up a complimentary consultation. G. Pollack Financial serves all of Central Oregon including: Bend, Redmond, Sisters, Prineville, La Pine, Madras, and Sunriver. Greg is also licensed in the states of Washington, California and Colorado.



©2017 G. Pollack Financial. All rights reserved.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: CA, CO, OR, WA.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and G. Pollack Financial are not affiliated.
Check the background of this firm and investment professional on FINRA's BrokerCheck