Thank you for considering Lindsey Financial, Inc. as your financial planner. We appreciate the opportunity to work with you. Below is our process for getting started.
Please complete the following forms and submit to our office for processing. Once the forms have been received, you will be contacted by a representative within 24 hours to discuss your circumstances and questions.
Provide copies of the last two years tax returns. If you have not filed recently, please provide the two most recent.
Please submit all information to the following:
Lindsey Financial, Inc. 1980 Orange Tree Lane, Suite 250 Redlands, CA 92374
Thank you and we look forward to working with you.