Account & Disclosure Documents
Advisor, Sub-Advisor, & Custodian 

For New Clients:
Before you enter into the Advisor and Sub-Advisor Client Agreements and open a new account(s) through Advisor. 
1) You will receive an electronic notification with instructions for online access to these documents.
2) Alternatively, you can opt for electronic delivery via PDF. 

For Existing Clients: 
1) You will receive an electronic notification for all non-annual updates. 
2) For annual updates you will receive an electronic notification of online access by March 31st of each year. 

Printed Copies:
If new or existing clients wish to receive a printed copy of any of these documents, please contact us, and we will arrange USPS delivery. 

Are you ready to take control of your financial future? Contact us today to schedule a confidential, no sales pressure, consultation.  We will assess your current financial situation, discuss your retirement goals, and develop a personalized strategy to help you achieve them. Don't wait, start planning for your retirement today!

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