Financial Fact Finder

This confidential form ensures we spend our time together wisely and efficiently for your benefit.

Document Checklist

A document that reminds you what information we may need to correctly ascertain your circumstances.

Confidential Client Questionnaire

This document helps you identify your goals and preferences, and provides us with the detailed information we require to develop a truly personal and custom strategy for you.

Form ADV

A disclosure form, which includes Jacques' services, fees, business relationships, and credentials.

Form CRS

This relationship summary will explain the various services we offer, how we charge for those services, and conflicts of interest that exist when we provide our services.

Estate Plan Primer

This document gathers information for gift, guardianship, and trust planning.

2020-2021 Tax Season Guide

A tax FAQ and a series of tax tables.

LPL Brochure

A profile for our investment custodian and compliance partner.

Privacy Policy

This document outlines how and with whom your information is shared.