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WealthScope Financial GPS...mapping your financial journey to success

WealthScope GPS™

WealthScope Financial GPS

The journey begins...and you are not alone. 

 

At this stage, we are going to ask you to complete a few tasks. The information that we will require will allow us to begin our journey together. This documentation will give us the framework to design your unique financial roadmap. 

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You are here for a purpose

and we have the know-how, to help you live the life you want.

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WealthScope Financial GPS...mapping your financial journey to success

Let's begin

WealthScope Financial GPS

There are two things we need from you to get started...a 'Fact Finder', and a 'Risk Tolerance Questionnaire'. Both are fillable PDFs that can be downloaded and saved to your computer. Please complete as much as possible...feel free to skip what doesn't apply to you.

What's next?

After completing the documents, send them to us using the link below

Check the background of your financial professional on FINRA's BrokerCheck

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* Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com, Any other business entity or name that your financial professional markets their securities and advisory services under is not affiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. Our representatives are insurance and securities licensed in the state of PA as well as additional states. This is not an offer or solicitation in any state where reps are not licensed or registered. For registration or licensing information, contact our office at 908.386.6250

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WealthScope Financial is among the best financial advisor firms in the Lehigh Valley, PA - specialists for medical professionals

©2024 WealthScope Financial • Financial Services / Life Insurance / Financial Advisor firms

 Lehigh Valley, PA • 908.386.6250 • LinkedIn

1550 Pond Road, Suite 140, Allentown, PA 18104

FINRA's BrokerCheck for your Financial professional at WealthScope Financial, a unique financial consulting firm, located in the heart of The Lehigh Valley Pennsylvania. WealthScope Financial thrives on building long-term relationships with clients.
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