Ready to schedule an appointment?

TOOLS

To access your account, please select from one of the platforms below

Downloads

Download PDF

Estate Planning Questionnaire

Download PDF

Financial Considerations

Download PDF

Budgeting Worksheet

Download PDF

Items to Bring to Your Meeting

Download PDF

Information Checklist

Videos

David M. Kover, Thomas H. Parker, Bradford E. Harris, Laura T. Scobee, Joseph B. Thaman & Brett M. Dankowski are registered to recommend securities offered through Triad Advisors, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, LLC., an SEC-registered investment adviser. Resources Investment Advisors, Inc. and Vertical Financial Group are not affiliated with Triad Advisors.

Check the background of this firm on FINRA’s BrokerCheck