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| Confidential Questionnaire |
When we meet for our Get Acquainted Meeting, we'll
review the important information you provide via this Confidential
Questionnaire.
To print PDF file - click on the PDF file link
and select FILE, PRINT or right click on this file and "Print
Target"
-> PDF file |
| Form ADV Part II |
As a Registered Investment Advisory firm, we are
required to provide our clients with Part II of Form ADV upon our
initial engagement and to offer it to you on an annual basis.
To print PDF file - click on the PDF file link
and select FILE, PRINT or right click on this file and "Print
Target" ->
PDF file |
| Privacy Policy |
We collect personal and financial information
to help clients achieve their goals. This Privacy Statement describes
our practices and policies concerning our handling of your personal
information.
To print PDF file - click on the PDF file
link and select FILE, PRINT or right click on this file and "Print
Target" ->
PDF file |
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Client Service Agreement - Assets Under Management
(AUM) |
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This document sets forth the understanding between
the prospective client and our firm regarding services to be provided
for clients seeking ongoing asset management. Both parties will sign
this agreement before the engagement begins.
To print PDF file - click on the PDF file link
and select FILE, PRINT or right click on this file and "Print
Target" ->
PDF file |
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Client Service Agreement – Financial Planning |
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This document sets forth the understanding between
the prospective client and our firm regarding the financial planning
services to be provided. Both parties will sign this agreement before
the engagement begins.
To print PDF file - click on the PDF file link
and select FILE, PRINT or right click on this file and "Print
Target"
->
PDF file
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Adobe Acrobat (pdf)
Adobe Acrobat Reader
Microsoft Excel
Microsoft Excel Viewer
Microsoft Word
Microsoft Word Viewer
Microsoft PowerPoint
Microsoft PowerPoint Viewer With the free Adobe® Acrobat®
Reader® software, you can view and print Adobe Portable Document
Format (PDF) files. If you do not already have Microsoft® Word®,
Excel® or Power Point® installed on your computer, the viewers
enable you to view and print Word documents, Excel spreadsheets
and Power Point presentations. If you already have Word, Excel or
Power Point installed on your computer, you do not need to download
these viewers. To download any of these free programs, click a link
above. |
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