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Bob Adams, CFP®,MBA,MSFP
certified financial plannerTM practitioner
Phone:
408-257-4137
Email: bob@armstrongplanning.com


 Client Forms Email Article To a Friend View Printable Version 

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


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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.



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