Available Forms

 

 

Client Info and Risk Booklet (Adobe Acrobat, 163k)

Tax Prep Worksheet (MS Word, 36k)

 

 

 

For more information:
Laurence Dresner, ChFC
Dresner Financial Planning
1831 Grant Ave.
East Meadow, NY  11554
(888) 200-9670
Dresner@clergyplanning.com

Financial Advisor to Clergy and Their Family