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Tax Return Questionnaire


This form helps us review your most recent Form 1040. This helps us better prepare for your next meeting.

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3052 PA-257, Seneca, PA, United States, 16346

Tel. 814.208.4080

Email: contact@kingdomguardfg.com

*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Kingdom Guard Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor. Kingdom Guard Financial Group may conduct life insurance and securities business in Pennsylvania and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica Financial, Kingdom Guard Financial Group, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company. Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency. Access OneAmerica Securities Form CRS. Click to see Form CRS

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*Client testimonials are the personal views of a select group of Kingdom Guard Financial clients. These clients do not have a financial interest in Kingdom Guard Financial and were not paid to express these views and have no other interest in or relationship with Kingdom Guard Financial other than a client relationship. These opinions are not necessarily indicative of future performance or results and may not reflect the experience of all clients.

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