You’ll receive a confirmation email at the email address that you provided from Miser Wealth Partners outlining the next step.
Here is a list of all of the documents that should have been submitted, if you believe you have missed uploading a specific document please refer to the list below to navigate to any page to upload those specific documents, otherwise thank you very much for your submissions.
Personal Identification Documents – https://www.miserwealthpartners.com/partnership-document-upload/
Tax Returns – https://www.miserwealthpartners.com/tax-return-document-upload/
Income Documentation – https://www.miserwealthpartners.com/income-documentation-verification-upload/
Investment Account Statements – https://www.miserwealthpartners.com/investment-account-statement-uploads/
Bank Statements – https://www.miserwealthpartners.com/bank-statement-documents-upload/
Real Estate Documents – https://www.miserwealthpartners.com/real-estate-documents-upload/
Insurance Policies – https://www.miserwealthpartners.com/insurance-policies/
Estate Planning documents – https://www.miserwealthpartners.com/estate-planning-documents-upload/
Debt Statement Documents – https://www.miserwealthpartners.com/debt-statements-document-upload/
Business Ownership Documents – https://www.miserwealthpartners.com/business-ownership-documents-upload/
Pension & Social Security Docs – https://www.miserwealthpartners.com/pension-and-social-security-information-upload/
If you have any further questions, please email us at info@miser-wp.com or contact either our Farragut or Tellico Village locations.
We look forward to working with you!
