Upload Requested Documents Here!

Here is a list of suggested documents and statements that we would find helpful for our clients to upload: (all information is strictly confidential)

1. Picture of Driver’s License.
2. Statements for life insurance, brokerage accounts, IRA.
3. Investment accounts, Other investment accounts.
4. Bank Statements.
5. Own or lease a home?
6. Mortgage Statements
7. Other Debt statements.
8. Credit Cards.
9. Auto Loans
10. Student Loans.

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Independent Financial Services

Structured Financial is an independent financial services company dedicated to helping our clients not only meet their financial goals but thrive in their everyday lives and into their retirement years.

Nickolas Moes | Chief Executive Officer and Founder


Direct Line: (682) 557-9603
Home Office: (855) 4TO-SAVE

330 Morrison Park Dr, Ste 100
Southlake, TX 76092

Email: [email protected]
General info: admin@structuredfinancial.com