A personal note from Ifrah Financial
A few housekeeping items:

We recommend making use of the TAB key as you move from one field to the next on this form. It will make things go much quicker.
The form auto-saves frequently so don't worry about losing information if your computer fails or if you lose internet connection.

Feel free to attach the relevant documents on any document field.
We look forward to taking a look at your information and scheduling our next meeting together.

If at any time you have a problem, please feel free to reach out to us.
Drag and drop files or click to select.

Driver's License

Family Members Family Members

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Employers Employers

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Estate Plan Estate Plan

Insurance Provider Details Insurance Provider Details

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Bank Account Bank Account

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CD CD

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Taxable Investment Accounts Taxable Investment Accounts

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Retirement Plans Retirement Plans

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Annuity Annuity

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Pension Pension

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Personal Property Personal Property

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Business Assets Business Assets

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Other Other

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Credit Cards Credit Cards

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Debts Debts

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