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WMM Formadmin2021-05-01T19:38:53+00:00

The Wealth Maximization Method

Step 1 of 14

7%
  • Personal Information

  • DD slash MM slash YYYY
  • MM slash DD slash YYYY
  • Financial Data

  • Assets

    Owned by Clients

  • Liabilities

    Owned by Clients

  • Owned by Client
  • Financial Data

  • Assets

    Owned by Spouse

  • Liabilities

    Owned by Spouse

  • Owned by Spouse
  • Financial Data

  • Assets

    Owned Jointly

  • Liabilities

    Owned Jointly

  • Owned Jointly
  • Financial Data

  • Assets

    Owned by Trust

  • Liabilities

    Owned by Trust

  • Owned by Trust
  • Cash Flow Analysis

  • Fixed Income

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  • Supplemental Investment Income

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  • Expense Components

  • Fixed Expenses

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  • Expense Components

  • Variable Expenses

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  • Checklist

    Please check the appropriate box to upload your documents.
  • Max. file size: 300 MB.
  • Max. file size: 300 MB.
  • Please note: You do not have to be concerned about providing exact figures. Estimates are sufficient at this stage of the process.

    Please check the appropriate box to upload your documents.
  • Max. file size: 300 MB.
  • Max. file size: 300 MB.
  • Max. file size: 300 MB.
  • Max. file size: 300 MB.
  • Max. file size: 300 MB.
  • Max. file size: 300 MB.
  • Max. file size: 300 MB.
  • Max. file size: 300 MB.
  • Max. file size: 300 MB.
  • Max. file size: 300 MB.
    Please check the appropriate box to upload your documents.
  • Max. file size: 300 MB.
  • Max. file size: 300 MB.
  • Max. file size: 300 MB.
  • Max. file size: 300 MB.
  • Max. file size: 300 MB.
  • Securities traded through Liberty Partners Financial Services, LLC; Office of Supervisory Jurisdiction (OSJ), 5060 California Ave, Suite 600, Bakersfield, CA 93309; Phone 800-440- 0442; Member FINRA/SIPC. Fee based advisory services processed through and supervised by Liberty Partners Capital Management, LLC (LPCM) – a SEC registered investment advisory firm. Liberty Partners Financial Services, LLC is a separate entity from Davenport and Associates

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Securities traded through Liberty Partners Financial Services, LLC; Office of Supervisory Jurisdiction (OSJ), 119 Simmons St, Mt. Pleasant, SC 29464; phone 800-440-0442; Member FINRA/SIPC. Fee-based advisory services processed through and supervised by Modern Capital Advisors, LLC (MCA), a SEC-registered investment advisory firm. from Davenport and Associates.
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