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TCS Financial

   GETTING STARTED

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If you're ready to take the first steps towards organizing and improving your financial situation, or have questions about your planning options, please fill out the form below.

There is no commitment or obligation involved in contacting us-your information will only be used to help us provide the most accurate answers or recommendations, and allow us to quote a fee for services should you decide to work with us.

If you're ready to take the first step towards Growing... Building... and Protecting® your wealth, please complete the information below.

>>Schedule Appointment
>>Complete Online Questionnaire
>>Instructional Video for Online Questionnaire
>>Forms and Agreements

Required Documents

There are a number of documents you'll need once you engage TCS Financial Services. While we may customize a comprehensive list, the following can serve as a guideline.
  • Completed Expense Worksheet
  • Investment Statements
  • Stock Options
  • Retirement Account Statements
  • Social Security Statements Bank Statements
  • Pay Stubs
  • Tax Return
  • List of Property (homes, Cars, Boats)
  • Wills, Trusts, Healthcare Powers of Attorney, Health Care Proxy or Other Powers of Attorney
  • Credit Card Balances
  • Mortgage or Loan Payment Books
  • Business Agreements
  • Titles for Homes, Cars, Real Estate, etc.
  • Pension Benefit Statement and Booklet
  • Listing of Available Investment Options in Investment and Retirement Accounts
  • Homeowner and Automobile Declaration Pages
  • Life, Disability or Long-term Care Insurance Polices
  • Business liability, Director and Officer Insurance Policies
  • List of Employee Benefits