Client Care AgreementClient Care Agreement • September 21st, 2011
Contract Type FiledSeptember 21st, 2011Life Planning Partners, Inc. (LPP) is registered with the State of Florida as a Registered Investment Advisor. Set forth below is the basis upon which LPP will furnish you, the undersigned (Client), LPP’s financial planning and investment management services. LPP and Client, hereby agree as follows: