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Forms for new and renewing clients to complete:
Contact Information (prospective clients; new clients if address, phone, or email has changed).
Financial Overview (prospective clients).
Retirement Information (new clients).
Tax information (new and renewing clients).
Securely upload documents here (new and renewing clients please upload recent financial accounts statements here; exclude accounts at Folio Investing)
Risk Profile (new and renewing clients; both spouses complete independently)
Plan Review (renewing clients)
Important documents for you to review:
FFP disclosure brochure (Form ADV Part II)
FFP privacy statement