FINANCIAL PLANNING AND CONSULTING SERVICES AGREEMENTFinancial Planning and Consulting Services Agreement • July 24th, 2020 • Colorado
AGREEMENT, made this day of , between the undersigned party,________________________________________________________ (the “Client”) whose mailing address is ___________________________________________________and Integrated Financial Planning, P.C., a registered investment adviser, whose principal mailing address is 1800 East 3rd Avenue, Suite 103, Durango, CO 81301 (the “Planner”).
FINANCIAL PLANNING AND CONSULTING SERVICES AGREEMENTFinancial Planning and Consulting Services Agreement • September 27th, 2016 • Massachusetts
This Financial Planning and Consulting Services Agreement (the “Agreement”), dated on this day of _, 20 , is between the undersigned parties (herein referred to as the “Client”), and Integrated Wealth Concepts LLC, doing business as Integrated Financial Partners, a registered investment advisor, whose mailing address is 300 Fifth Avenue, 3rd Floor, Waltham, MA 02451 (herein referred to as the “Advisor”). The Advisor shall provide the Client with financial planning and consulting services as indicated in Item 1 of this Agreement. This Agreement becomes effective on the date first written above.
