Client Forms

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• Confidential Questionnaire               Word Version                 PDF Version
  When we meet for our Get Acquainted Meeting, we'll review the important information you provide via this Confidential Questionnaire. You can complete the Word version on your computer, or print the PDF version and fill it out by hand. 
  
  
•  Risk Tolerance Questionnaire                   Word               PDF
  Completing this questionnaire aids in our matching you with the appropriate types and mix of investments. 
  You can complete the Word version on your computer, or print the PDF version and fill it out by hand.
     
  
•  Privacy Policy Statement
  We take the security and privacy of your information very seriously.
  
  
•  Form ADV Part II
  As a Registered Investment Advisory firm, we are required to provide our clients with Part II of Form ADV upon our initial engagement and to offer it to you on an annual basis.
  
  
• Financial Advisor Interview Questionnaire
  The National Association of Personal Financial Advisors (NAPFA) recommends you ask prospective planners these questions. This is the completed questionnaire for Secure Choice.
  

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