Useful Links/FAQs

Our structured process aims to bring clarity and authority to your financial life as we work toward your goals.

• How do I complete an E-Signature Document?

  Please review the attached e-signature instructions for general guidance on completing your documents; if you have questions about your specific forms, contact our office or your advisor for assistance.

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• How do I open Secure Emails?

  Follow the provided instructions to access and open secure emails; if you experience any issues or have questions about the content, please contact our office for assistance.

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• Tax Information

  This section provides general information related to tax documents and reporting; it is for informational purposes only and should not be considered tax advice—please consult a qualified tax professional regarding your specific situation.

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• How to go paperless

  You may be able to enroll in paperless delivery by updating your account preferences; availability and requirements can vary by provider, so please refer to your account platform or contact our office for guidance.

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• What is a CFP?

  CERTIFIED FINANCIAL PLANNER™ professional, is committed to maintaining a level of competency, integrity, and professionalism consistent with the principles of the Certified Financial Planning Board’s Code of Ethics and Standards of Conduct (“CFP® Standards”)

  CERTIFIED FINANCIAL PLANNER™ professionals are subject to certification and oversight by the Certified Financial Planner Board of Standards (“CFP Board”) according to its qualifications and requirements. As the sponsor of the certification program, the CFP Board assumes responsibility for monitoring and enforcing my compliance with the CFP® Standards.

  The CFP Board is a private, non-profit organization that administers the ongoing training, professional standards and ethical requirements we are obligated to follow as a CERTIFIED FINANCIAL PLANNER™ professional. These are in addition to licensing and other requirements that separately apply to financial professionals under federal and state laws and industry regulations.

  The CFP® Standards require me to act as a fiduciary and in your best interests – by always placing your interests ahead of my own and the firm’s interests – when providing you with financial planning or financial advice.

  Additional details regarding the CFP® Standards and my obligations to you can be reviewed at www.cfp.net.