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As part of our total financial service to clients, wed
like to offer you a FREE initial assessment*
of your financial situation.
All you have to do is complete the Initial
Financial Report Questionnaire and mail
it to us, or bring it with you when you visit
us at tax-time. If there are any areas of your finances
that need attention, we will contact you to make an
appointment.
MJS Business & Financial Services offices
are open: Monday Friday, 9 - 5:00 pm.
Contact
us today to make an appointment to come in and see us!
The above files are in PDF format and require Adobe
Acrobat Reader to view.
* Please note, this free initial assessment pertains
to our financial planning services. It does not include
tax and accounting services.
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