We are offering prior clients a complementary file review. To initiate the process, please complete the form below and be sure to include the following information:
- The approximate year your plan was implemented or last updated;
- Your spouse’s name if applicable; and
- Any special concerns.
Once we receive your form, we will send you a questionnaire to complete and return which will provide us with updated family and financial information. We will then review your documents to provide preliminary recommendations as well as a fee quote to implement those recommendations.
Please note this form is intended for prior clients of The Lynn Law Firm, LLC only. If you are potential new client, please call our office at 314-997-0500 to schedule an initial consultation.