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We’re here for you with advice that will help you act now to protect your future.

Call us at 716.204.1055 or complete and submit the form below. We are committed to calling back within 24 hours.

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Preparing for your appointment

In order to give you the proper advice, we need accurate, up-to-date information regarding your personal and financial status. Our planning questionnaires are designed to provide us with this basic starting data. We ask that you complete one of two questionnaires based upon your current marital status.

Once you have completed the appropriate questionnaires, please mail them to our office or bring them with you to your appointment.

Single Individuals should complete this questionnaire
Married Couples should complete this questionnaire

If you’re mailing your completed questionnaire, please address it to:

Client Questionnaires
c/o Pfalzgraf Beinhauer
455 Cayuga Road, Suite 600
Buffalo, NY 14225