Client Fact Sheet
Build your complete Laxson Financial Group financial profile, asset logs, and pre-advisory checklist.
Tab 1 of 7: Household Details
14% Complete
🏠 Household Details
Client Information
Partner Information
Children, Dependents & Beneficiaries
| Name | Relation | Year of Birth | Dependent? |
|---|
🎯 Prioritize Goals
Understand Your Investing Behaviors
Select a workflow to get started
⏱️
Risk Tolerance
Understand how you think about risk and find the optimal level for you and your investment strategy.
✓
Take control of your financial future
Select a goal to get started
🏳️
Comprehensive Plan
✓
🌴
Retirement Savings
✓
🎓
Education
✓
💳
Debt Management
✓
🏠
Home Purchase
✓
🛟
Emergency Fund
✓
🤲
Health Care
✓
💵
Large Purchase
✓
💼
Add Accounts
✓
📋
Estate Planning
✓
✉️
Charitable Giving
✓
🏦 Financial Balance Sheet
Add asset accounts and debts. The fields format as currency on exit, and calculate Net Worth dynamically.
💰 Non-Retirement Assets
(Checking, savings, taxable brokerage, investment property, etc.)
| Account Type / Institution | Current Value ($) | Annual Contribution ($) |
|---|
📈 Retirement Assets
(401k, 403b, IRA, Roth IRA, Pension, etc.)
| Account Type / Institution | Current Value ($) | Annual Contribution ($) |
|---|
💳 Liabilities & Debts
(Mortgages, home equity loans, credit cards, student loans, auto loans)
| Debt / Creditor Type | Current Value ($) | Annual Debt Service ($) |
|---|
Estimated Fact Sheet Net Worth
$0.00
Total Assets: $0.00
Total Liabilities: $0.00
💼 Granular Income Sources
Specify the income sources for Earner 1 (Client) and Earner 2 (Partner).
👤 Earner 1 (Client)
👥 Earner 2 (Partner)
Employment Salary ($)
Bonus/Commission ($)
Business Salary ($)
Business Bonus ($)
Real Estate Asset Val ($)
Real Estate Profit ($/yr)
Social Security PIA ($/mo)
SS Claiming Age
Annuity Amount ($/yr)
Annuity Starts at Age
Annuity Ends at Age
📊 Budget Worksheet & Cash Flow
Input your expenditures below. Selecting Monthly or Annually updates the "Current Monthly Expenses" and investable Cash Flow surplus.
Detailed Expense Allocations
Mortgage / Rent
Rent & Utilities
Food & Groceries
Clothing
Personal Care
Child Care
Entertainment
Healthcare
Transportation
Shopping
Travel & Vacations
Gifts & Charity
Other
🛡️ Emergency Fund Assessment
Calculated relative to the 6-month base emergency threshold.
⚡ Insurance & Investment Experience
Life Insurance Policies
| Policy Owner / Insured | Policy Type (Term/Permanent) | Death Benefit ($) | Premium / Year ($) |
|---|
Disability Insurance Policies
| Policy Owner / Insured | Policy Type (Long/Short Term) | Monthly Benefit ($) | Premium / Year ($) |
|---|
Long Term Care Insurance Policies
| Policy Owner / Insured | Care Setting (Home/Nursing) | Daily Benefit Amount ($) | Premium / Year ($) |
|---|
📈 Investment & Trading Experience
Product Experience
Trading Experience
Trading Frequency
Laxson Financial Group, LLC
Securities and investment advisory services offered through LFG, LLC.
1461 Gateway Drive, Opelika, AL 36801
Tel: (334) 737-5051 | Fax: (877) 669-0240
🚀 Pre-Advisory Roadmap Preview
Review your Client Fact Sheet details and agenda highlights below before submitting.
Client Household
John Doe
john.doe@example.com
Net Worth Summary
$0.00
Total Assets less Debts
Monthly Cash Surplus
$0.00 /mo
Available investable funds
📅 Onboarding Consultation Details
📋 Dynamic Advisory Action Items
🎉 Fact Sheet Package Compiled Successfully!
We have generated and downloaded your Client Fact Sheet PDF Onboarding Report and your Excel-compatible CSV Spreadsheet. To complete submission:
1️⃣ Attach the downloaded PDF and CSV files from your local downloads folder.
2️⃣ Send the email directly to our office to finalize scheduling your consultation.