Client Resources

Staying informed about your financial plan is essential. We believe that keeping you abreast to key developments is imperative to building a long-lasting relationship based on trust and confidence. For your convenience, we offer a select group of relevant articles, forms, and account access. We encourage you to visit this section often as we will continually post articles and updates relating to the world’s financial situation.

Forms and Documents:
Fee Schedule

Client Information Form

Budget Worksheet

Budget Worksheet (Child)

Financial Planning Questionnaire (Married Couple) – In Retirement

Financial Planning Questionnaire – In Retirement

Financial Planing Questionnaire Addendum (Child)

Financial Planning Questionnaire (Married Couple)

Financial Planning Questionnaire

Risk Tolerance Questionnaire

Helpful links to access your accounts:
Client Access

NetXInvestor

Bright Directions

For Your Information:

2024 Q1 Positives & Concerns

1516 Legacy Circle, Suite 112
Naperville, IL 60563

1467 N Elston Ave, Suite 104
Chicago, IL 60642

Phone: 630-357-7024
Fax: 630-357-1671

Email
info@reinhartfinancial.com

Directions

Reinhart Financial Group - 1516 Legacy Circle, Suite 112 - Naperville, Illinois 60563 + 1467 N Elston Ave, Suite 104 - Chicago, Illinois 60642
Phone: 630-357-7024 - Fax: 630-357-1671 - info@reinhartfinancial.com

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Reinhart Financial Group is not affiliated with Cambridge Investment Research, Inc. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MI, MN, NC, NJ, NY, OH, OR, SD, TX, UT, VA, VT, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge's Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided in these educational materials, nor is the company liable for any direct or indirect issues or any consequences arising out of the information presented through them. They are the opinions of the author(s) and not necessarily those of Cambridge, are for informational purposes only, and should not be construed or acted upon as individualized investment advice.

Reinhart Financial