Financial Planning Secure Document Upload
Please use the form to securely upload your financial planning documents.
Please upload the following documents as they apply to your financial plan:
- Latest Tax Return
- All Investment Account Statements
- Social Security Statements
- Annuity/Life/Insurance Statements
- IRA/401k/403b Statements
- Mortgage Statements
Secure File Upload
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Tushaus Group, LLC (“RIA Firm”) is an investment adviser located in Scottsdale, AZ. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.