Request a Meeting

Name

First Name

Last Name

Phone

(###)

###

####

Best Day to Meet

YYYY

Who Does This Concern

Myself

Someone Else

Additional Notes (do not include private information)

Name

First Name

Last Name

Are you receiving your statements?

Yes, I am receiving statements in the format that I prefer.

Yes, I am receiving statements, but not in the format that I prefer.

No, I am not receiving any statements.

Do you have updated estate planning documents such as wills, trust, powers of attorney, and advance medical directive?

Yes, my documents are up to date.

No, please contact me to discuss.

Would you consider using Bay Rivers Group Tax Services (a separate entity from Bay Rivers Group Wealth Partners)?

Yes, I would prefer a BRG Tax Services accountant.

No, I would continue to use my own accountant.