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Client Forms

You will find several important documents on this section.

1. ADV Part IIA: Akin to the car owner's manual, this is the most important document for consumers to know everything about their financial advisor. Just as most car owners don't read the car owners manual, most clients don't read their adviser's brochure.

You can find it at https://adviserinfo.sec.gov/

2. Confidential Questionnaire: For your convenience, this document is available in both Word format as well as PDF format. Please fill it out, and sent to us prior to our initial appointment.