At The Lion Share Financial Group, we know how important your time is. For your convenience, we have provided our client forms here. You can download the forms here and fill them out at home prior to your appointment. If you have any questions, we invite you to call our Financial Professionals at 801-382-8312. Our office is located in Lehi, Utah. We work with clients throughout Salt Lake and Utah counties and across the country. Set up your consultation today.

Client Fact Finder
Download Client Fact Finder

Business Owner Questionnaire