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Client Documents & Resources

Personal Financial Checkup

Please complete this document to begin the process of building a more secure future

Planning Documents Needed

A list a documents for you to gather and bring to your initial consultation

My Social Security

Social Security is an important piece to every plan. Enroll to access your Social Security Benefits statement.

New Account Data Form

Our new account data form allows us to get important information in order to start the process to your new accounts.

Quarterly Market Update

Catch up on market data, trends and insights

Which Plan is Right For You?

Achieving Retirement Clarity (ARC)
        ARC Brochure
        ARC Questionnaire
        Tax Diversification

Retirement Income Survival Kit (RISK)
        Risk Brochure
        RISK Questionnaire

The Optimized Portfolio System (TOPS)
        TOPS Menu
        TOPS Risk Models
        TOPS Philosophy
         TOPS Strategies 
         Callan Chart