Let's Get Started on Your Financial Plan.
We strongly believe it is not enough to simply provide investment advice. Instead, we strive to custom design a financial plan that works best for you, and then guide you each step of the way.
We do this through clear and honest communicationto help you pursue financial independence.
WHAT WE NEED FROM YOU
Download and complete the following:
Personal Profile Worksheet
Expenses + Household Budget Worksheet
Risk Tolerance Questionnaire
Important Note: Completed forms, along with requested items from the documentation checklist, can be sent to us via one of the following methods: - Printed and mailed via USPS, FedEx or UPS - Hand delivered to the office - Uploaded to our secure ADVICEWORKS portal ADVICEWORKS is a secure digital portal that allows you to collaborate better with your financial professional.
If you have any questions, call us at 603-296-0063and speak with one of our Client Relations team members.
SEC + FINRA Requirements:
ADV Supplement - Stacey Blodgett + Regina Kozsan [ENSEMBLE]
ADV Supplement - Cetera - Part 2A + Part 2B
ADV Supplement - Cetera Advisors - Part 2A
Uniform Application for Investment Adviser Registration [ADV]
YOUR ROADMAP FOR PURSUING FINANCIAL INDEPENDENCE
START WITH A CLEAR VISION
CREATE A STRATEGIC PLAN
FIND AN EXPERIENCED GUIDE
PURSUE YOUR ULTIMATE GOAL