Common Contracts
2 similar Financial Planning Services Agreement contracts
FINANCIAL PLANNING SERVICES AGREEMENTFinancial Planning Services Agreement • April 24th, 2018
Investment Advisors, Inc. d/b/a CIS Wealth Management Group (herein referred to as “Advisor”), and (herein referred to as “Client”), to provide Client with financial planning services as indicated in Item 1 of this Agreement. This Agreement becomes effective on the date in which the Advisor receives the signed Agreement. The terms and conditions of this Agreement are as follows:
FINANCIAL PLANNING SERVICES AGREEMENTFinancial Planning Services Agreement • August 31st, 2017
Investment Advisors, Inc. d/b/a CIS Wealth Management Group (herein referred to as “Advisor”), and (herein referred to as “Client”), to provide Client with financial planning services as indicated in Item 1 of this Agreement. This Agreement becomes effective on the date in which the Advisor receives the signed Agreement. The terms and conditions of this Agreement are as follows:
