Forms are made available here to conveniently and securely submit information to F.I.G.

Onboarding Information


This initial form allows us to begin the process with you as a new client of F.I.G. After submitting this form, we will be able to get an account open and begin completing paperwork to initialize account transfers for you.

View Onboarding Form

More Coming Soon


We are constantly trying to make our services more convenient for our clients. We will be adding more forms here soon. Please check back later or contact us for more information.

Contact Us

Find out more on how we get paid and why we pride ourselves on being fiduciaries to our clients.

Haven't spoken to us yet? Curious if we can help you?

Contact us today for a free initial consultation. There is no commitment, and it never hurts to get a second opinion. But, we understand you may not be ready for a conversation yet. If that is the case, head over to our "Clientele" page and find a demographic that most resembles your situation to see a few examples of how we might help.

Contact UsClientele