Main Menu  

Services & Fee Schedule
Investment Philosophy
Articles/Useful Web Sites
Client Forms
Contact Us

  Contact Us  

Bob Adams, CFP®,MBA,MSFP
certified financial plannerTM practitioner
Email: bob@armstrongplanning.com

 Client Forms   

Data Gathering (PDF Version)
This form provides client background information. Included is a list of investment, tax, insurance and estate planning documents that are needed by the planner in the data gathering process. Please print the form. This form is not designed to be filled out on-line.

Form ADV Part 2a and Part 2b (PDF Version)
This form is required by State regulations for all Registered Investment Advisors. It contains information regarding my practice.

Sample Client Contract (PDF Version)
A simple, client friendly agreement. The specific scope of work to be done is specified on page one.

[file2:Privacy Policy] (PDF Version)
Policy with respect to protecting my clients' privacy

Adobe Acrobat Reader

If you do not already have Adobe® Acrobat® reader, this program enables you to view and print Adobe PDF documents. To download this free program, click the link above.

Armstrong Retirement Planning, LLC is a registered investment advisor in the State of California. This website is intended only for residents of California. My Form ADV can be reviewed on the Client Forms page of this web site.

Copyright © 2003-2006 Armstrong Retirement Planning, LLC

Produced by Initsoft