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Client
Forms
In preparation
for the Get Acquainted meeting, please download and complete
the Confidential Questionnaire. Please email, fax, or mail
the completed questionnaire to our office 3 days before our
meeting. Please bring the relevant supplementary materials
listed (on the questionnaire) to the Get Acquainted meeting.
Confidential
Questionnaire
Please click
here to download our Confidential Questionnaire in Adobe
Acrobat™ format.
Consumer Disclosure
Forms
The financial
advisory field is highly regulated, and full disclosure of
an advisor's background, sources of compensation, and methods
of practice is a standard requirement. Advisors provide regulatory
disclosure material in the standard government consumer disclosure
"Form ADV-Part II", and/or in the brochure-type
material prepared by the advisor.
Download
our Form ADV Part II.
Financial advisors
must also provide consumers with a notice of the Firm's privacy
policies, practices and procedures.
Download
our Privacy Policy.
Financial Planner
Interview
A form, created by the National Association of Personal Financial
Advisors (NAPFA) to assist consumers in selecting a Personal
Financial Planner. Click
here to view the form, completed by TFP.
Please
review Important Disclosure Information
set forth in this web site.
Downloading
Adobe Acrobat and PDF files
If Adobe Acrobat Reader is linked to your browser,
the page will appear in the browser window. Otherwise you
will be asked where to save the file that is being downloaded.
Note the name of the directory on your computer to which you
download the PDF. The PDF file will provide you with a fully
formatted version of the form
To read
a PDF file, you need Adobe Acrobat Reader on your computer.
If you do not have Adobe Acrobat Reader, just click on the
yellow icon below and it will take you to Abobe’s site
where you can download it for free. Click
here to get the Adobe Acrobat Reader 
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