Clients can schedule a planning meeting or a thirty-minute phone call with their advisor here.
This is a direct link to a secure Box.com folder where you can drop files. Please include a document description if the file does not include your name, or if we have not specifically requested it.
Our five-pocket tax organizer in interactive electronic form.
A short video on how to set up and use your +PFP Portal on Box.com.
A short video on how to download a spreadsheet of last year's orders from Amazon for calculating state Use Tax.
A document that Investment Advisors must make available to their clients, describing characteristics of the professional practice and those who provide investment advice. By downloading Form ADV Part 2, you consent to its electronic delivery. If you prefer a copy of Form ADV Part 2 free of charge by mail or email, please call (216) 688-3737.
Describes aspects of the confidentiality in which we hold your data.