Forms
This form is completed to outline the agreement between Capital Financial Services, LLC and the client, with regard to the management of the client's investment assets on a fee-only basis.
Investment Advisory Agreement.pdf
Adobe Acrobat document [87.5 KB]
This form is completed to outline the agreement between Capital Financial Services, LLC and the client, with regard to hourly financial planning fees.
Financial Planning Agreement.pdf
Adobe Acrobat document [46.2 KB]
Used in the financial planning process.
expense worksheet.pdf
Adobe Acrobat document [1.2 MB]
Used in the Financial Planning and Investment Management Process
RiskQuestionaireCurrent2012.pdf
Adobe Acrobat document [319.5 KB]