Forms

New Client Forms

Online Confidential Questionnaire - Information for our initial meeting.

Incapacity Directive

Online Risk Questionnaire - Part of your Risk Profile.

 

Links to printable pdf's:

Confidential Questionnaire - Information for our initial meeting.

Cash Flow Questionnaire - Your expense information.

Risk Questionnaire - Part of your Risk Profile.

Form ADV Part 2 - Our current Investment Advisor information filed with the State of Florida.

Our Privacy Policy - Our commitment to your privacy.

Code of Ethics - How we do business.

 

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16 June 2017
Bradenton Herald Articles
A friendly warning: Don’t unknowingly give your property to the state.Common law in the United States includes a process in which unclaimed property is turned over to states. The intent of this process, called escheatment, was to ensure that property...
24 April 2017
Bradenton Herald Articles
With the 2016 federal tax return filing deadline of April 18 – yes, that is correct – rapidly approaching, let’s talk about how you can use your tax forms to improve your finances.Before you file away your 2016 tax forms, spend a few minutes to see h...
15 March 2017
Bradenton Herald Articles
When investing and managing your money, you must consider and deal with a number of potential risks. These include general market moves, individual company, interest rate, inflation, default, political, currency, liquidity, volatility and others.Some...
11 December 2016
Bradenton Herald Articles
Everyone should own bonds or bond-like investments, though you might ask why would anyone want to own bonds at this time. Interest rates are going up and the math says the financial value of bonds will decrease. The value in owning bonds is...