Legal and Accounting Services. It is expressly understood and agreed between the parties of this Agreement that our firm will not provide accounting or legal advice nor prepare any accounting or legal documents for the implementation of the Client’s financial planning objectives. The Client is urged to work closely with his/her attorney and/or accountant in implementing recommendations set forth in the financial plan.
Appears in 3 contracts
Samples: Financial Planning & Consulting Agreement, Financial Planning & Consulting Agreement, Financial Planning & Consulting Agreement
Legal and Accounting Services. It is expressly understood and agreed between the parties of this Agreement that our firm will not provide accounting or legal advice nor prepare any accounting or legal documents for the implementation of the Client’s financial planning objectives. The Client is urged to work closely with his/her their attorney and/or accountant in implementing recommendations set forth in the financial plan.
Appears in 1 contract
Samples: Financial Advisory Agreement
