Documents
Below you will find quick links to information about our firm, services and designations as well as to a number of questionnaires we use in our planning work.
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Brochure
Additional information about our services, staff and compensation. -
Generic Case Studies
These case studies are generic compilations of a variety of client engagements. -
Investment Advisor Code of Ethics
Our Investment Advisor Code of Ethics -
Ask Your CFP® Professional About Financial Planning
FPA Brochure on Financial Planning -
Ask Your CFP® Professional About Investments
FPA Brochure On Investments -
Ask Your CFP® Professional About Insurance
FPA Brochure On Insurance -
Ask Your CFP® Professional About Retirement
FPA Brochure About Retirement - Ask Your CFP® Professional About College Planning
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Ask Your CFP® Professional About Estate Planning
FPA Brochure On Estate Planning -
Ask Your CFP® Professional About Tax Planning
FPA Brochure On Tax Planning -
Foundation Building
Description of Foundation Building -
Planning Data Form
Data Form To Be Completed For Financial Planning Engagements. -
Auto and Homeowner's Insurance Data Form
Insurance Data Form To Be Completed For Property and Casualty Insurance Review.