Financial Planning Income & Expense Worksheet

Financial Planning Income & Expense Worksheet

Financial Planning Income & Expense Worksheet

Securities offered through Registered Representatives of Cambridge Investment Research Advisors, Inc., a broker dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Hirling Financial Group, LLC and Cambridge are not affiliated.

Neither CIR nor its representatives provide legal, tax or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of CIR. CIR is not affiliated with the accounting and tax planning services of Charles F. Hirling, CPA.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals in states where we are currently registered. We are registered in the following states: LA This website should not be considered a solicitation in any other state.

This form collects data for informational purposes only and does not supersede any data or information reported on official Cambridge forms. This information is provided by you (the client). The information provided by you should be reviewed periodically and updated when either the information or your circumstances change.