Client Links

ADV DISCLOSURES

• WEG ADV Part II World Equity Group Inc r2019.0331

• WEG ADV Part IIB Charles Taylor r2020.0429

CUSTODIAN LINKS - CLIENT ACCOUNTS

• American Funds 529 College Funds

• TD Ameritrade Client Account Access ​| Log-in Assistance 800-431-3500, Option 3

EDUCATIONAL DOCUMENTS

• Basics of Cost Averaging Slide

• Emotional Cycle of Investing Slide

FORMS & WORKSHEETS

• Four Points Advisory New Client Interview

• Four Points Advisory New Client Data Pre-Application

• Four Points Advisory "Financial Roadmap" Workbook

• Four Points Advisory Life Insurance iGAP Analysis