Welcome to Secura Financial Group!
To understand you and what’s important to you we need some information.
Please provide the following documents and complete the documents below.
If you are retiring in the next 2 years:
If you have a business:
Please complete items 1 & 2
Item 1 – must be completed
Item 2 – please review and complete as much as you can to review during next meeting
1) Client Risk Profile
One per person
(online or pdf version)
Download (pdf) – print and complete
2) ID Workbook
One per family
(electronic or pdf version)