Broker Check

Thank you for completing the questionnaire! Please read below for next steps:

Step 1: Download and complete the Pre-Meeting Fact Finder (green link below). Enter N/A in all applicable areas.

Step 2: Send AGL Planning the completed Pre-Meeting Fact Finder along with full investment statements and recent paystubs

  • This can be sent via email to, or uploaded securely to a vault. 

Step 3: Once all items are received, our firm will build your Financial Checkup and send a link to schedule our next meeting. The build time for your Financial Checkup is typically 2-3 weeks from when all items are received in good order. 

Pre-Meeting Fact Finder

If you'd like to upload securely to a vault or would like the Pre-Meeting Fact Finder emailed directly to you please reach out to