Address:
Phone:
(410) 494-6130
Fax/Other:
(410) 494-6131
Client Consultation Forms
Credit Card ACH Instructions
Customer Relationship Summary / CRS
Document Checklist 1
Document Checklist 2
Expense Worksheet
Fee-Based Financial Planning Process
Financial Planning Services Contract
Risk Tolerance Questionnaire
Kathie Okun ADV, Part 2b
Stuart Gray ADV, Part 2b
LFA Asset Management Programs, Retirement Plan Services and Other Advisory Services ADV, Part 2A LFN 11323
LFA Financial Planning ADV, Part 2A LFN 11325
LFA Premier Plus Wealth Management Program ADV, Part 2A LFN 11329