Forms

Brokerage Accounts

TD Ameritrade Fee Schedule
Standard Account Application

Use this application for all individual and joint accounts that are taxable.
IRA Application

Use this application for all IRA (Traditional and Rollover), Roth IRA, SEP-IRA, SIMPLE IRA accounts.
Automated Account Transfer

Use this form to transfer an account to your TDA brokerage account.

Client Services

Risk Profile Questionnaire
Complete and submit this form online to help us manage your account to meet your expectations and goals.
Client Services Survey
Current clients, please complete this brief survey in order for us to better serve you.

Compliance

Our Code of Ethics and Professional Conduct
This booklet describes our ethics code in detail. it is prepared by the Certified Financial Planners Board.
Part II of Form ADV

This form describes the firm and how it operates. It is required to be given to all potential clients.

Retirement Planning

Pay Stub Information Form
Click on this form to submit your pay stub information so we can calculate how a change in your federal and state allowances (withholdings) can affect your take home pay, taxes withheld, and retirement plan contributions.

Adobe Acrobat Reader	Microsoft Excel Viewer
Microsoft Word Viewer	Microsoft PowerPoint Viewer

With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link above.

Forms

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