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Forms

Personal Financial Statement

Please download this form to your computer, print it and complete it by hand. Please complete all sections, sign and date the last page (your actual signature is required), and email it to us.

Download PFS form
Download Loan Application Form

SBA Monthly CachFlow Sheet

Download SBA Monthly CashFlow Sheet

Want more information? Questions?

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Legal Disclosure

The information provided in this material is intended strictly for informational purposes only. It is not intended to be construed as legal, financial, or investment advice, nor does it constitute a recommendation, an offer, or solicitation for any of the products or services listed. The reader should not rely on any information presented herein without seeking professional advice and conducting their own thorough research.

The strategies discussed in this material may not be suitable for all individuals or businesses. There is no guarantee or representation that any specific strategies or recommendations mentioned will be approved or provided. Each situation is unique, and it is essential to consult with qualified professionals to assess your specific circumstances and obtain personalized advice.

We may outsource certain services or engage third-party providers to deliver the services listed. We make reasonable efforts to ensure that any third-party services we utilize are licensed and comply with applicable regulations. However, we do not assume responsibility or liability for the actions, advice, or services provided by these third parties.

It is important to note that laws, regulations, and market conditions are subject to change. Therefore, the information provided in this material may become outdated or inaccurate over time. We recommend regularly reviewing and verifying the information independently to ensure its current relevance.

By accessing or using the information provided in this material, you acknowledge and agree that you do so at your own risk. We disclaim any liability for damages, losses, or expenses arising directly or indirectly from the use of this material or reliance on any information contained herein.

Please consult with qualified professionals and conduct your due diligence before making any financial or legal decisions.

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