New Tax Client Intake Form

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Contact

Office: 248-723-5900

Fax: 248-723-5918

5600 New King Drive

Suite #100

Troy, MI 48098

info@in-financial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Innovative Financial Incorporated 5600 New King Drive, Suite #100, Troy, MI 48098 | P 248.723.5900 | info@In-Financial.com

Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Tax Preparation, Accounting, and Payroll Services offered by Innovative Financial Inc. are separate and unrelated to Cetera.

This site is published for residents of the United States only. Registered representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Wealth Services, LLC site at www.ceterawealthservices.com

Important Disclosures and Form CRS | Business Continuity

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

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