Fact Finders
Help your clients build a solid financial plan built on solid facts. Our fact finders enable you to gather complete information about a client, to help you analyze their current situation and provide the most effective financial plan.
Personal Needs Fact Finder (fillable PDF)

Personal Needs Fact Finder (fillable PDF)

Client Fact Finder

Client Fact Finder

Preliminary Business Owner's Fact Finder

Preliminary Business Owner's Fact Finder

Questions?
Looking for Advanced Markets?

Call (855) 887-4487, option 2, to speak directly with an advanced markets representative

Email a support agent at advancedmarkets@gafg.com

Check out our GA OnDemand library of resources