1. Request an ADV-II (download or call) ADV Form II (877-647-1266) |
| 2. Download Client Information Form (download or call) Client Information Form (877-647-1266) |
| 3. Review ADV-II and return the completed Client Information Form to: |
e-mail - Advisory@MyIncomeStrategy.com
|
Mail to:
MyIncomeStrategy.com
PO Box 550
Lahaska, PA 18931
Fax to: 253-540-5265
Call 877-MIS.COM
877-6471266
|
| 4. I have received form ADV-II, and have sent the completed Client Information form by e-mail, mail, or fax to MyIncomeStrategy.com. I understand that I will be contacted when my information is received, and it will be verified prior to any work performed. |
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