Common Contracts
1 similar Financial Planning Services Agreement contracts
FINANCIAL PLANNING SERVICES AGREEMENTFinancial Planning Services Agreement • January 27th, 2020
, ("Client") and Christian Investment Advisors, Inc. d/b/a CIS Wealth Management Group (herein referred to as “Advisor”) a registered investment adviser, on the date this Agreement is accepted by Adviser. Client, being duly authorized, hereby agrees to employ and retain Adviser to provide financial planning services to Client in accordance with the following terms and conditions.
