502 Lobos Avenue,
Financial Fact Finder
This confidential form ensures we spend our time together wisely and efficiently for your benefit.
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.
A disclosure form, which includes Jacques' services, fees, business relationships, and credentials.
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.
A profile for our investment custodian and compliance partner.
This document outlines how and with whom your information is shared.