INVESTMENTS
PLANNING
Miami, FL 33155
(305) 665-2130 (office)
(305) 665-3504 (fax)
Info@siegelplanners.com
Aqui se habla español
New Clients
Useful information and items to prepare
before meeting with a planner
Before meeting with a financial planner, you may want to prepare a few items to bring to the initial meeting.
- Materials to bring and Personal and Financial worksheet to complete.
- Spending plan. If you would like an interactive version in Excel to complete, click here.
- Investor Questionnaire.
To contact one of our associates at no obligation, please call 305.665.2130 or email Ellen directly at ellen@siegelplanners.com. We look forward to hearing from you soon.
LPL Financial Firm Brochure 
Click here to learn more about the qualifications and business practices of LPL Financial. If you have any questions about the contents of this brochure, please contact your LPL Financial representative or LPL Financial at lplfinancial.adv@lpl.com.
Important Information about Procedures for Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you:
When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
