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Good Financial Advisors
Good Financial Advisors

33 Hodgehaven Circle
Bloomington, IL 61704
Phone: 309.661.1375
Fax: 866.380.3443

Client Forms

      To be completed prior to our Get Acquainted Meeting
 
Sample Contract                     
     This is a copy of our standard Client Service Agreement
 
Fiduciary Oath                       
     This is our signed pledge to act in good faith and in your best interest.
 
    As a Registered Investment Advisor, we are required to provide this information upon
    initial client engagement, and to offer this disclosure to clients on an annual basis.
 
     This is our commitment to safeguard your personal financial information.

Financial Advisor Interview
    Our answers to some important questions you should ask any advisor you are considering.
 

 

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