FINANCIAL PLANNING WHERE THE FOCUS IS ON YOU
  • Home
  • Premium Financing
  • Our Services
    • Retirement & Investment Services
    • Insurance - Personal/Commercial
    • Our Approach To Your Success
    • The Document People
    • Veteran's Pension & Compensation
    • Meet Our Team
  • Resources
    • Market Watch
      • Detailed Quotes
      • Symbol Lookup
      • Multi Quote
      • Markets at a Glance
      • Charting
      • Portfolios
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Group Health
    • Life Insurance
    • Individual Health
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
    • Auto Insurance
    • Homeowners Insurance
    • Plan Benchmarking
  • Contact Us

FINANCIAL PLANNING WHERE THE FOCUS IS ON YOU

  • Facebook
  • LinkedIn

 

661.523.DOCS (3627)

How can we help? Call us or just stop by!

 

QUESTIONNAIRES

DIVORCE AND LEGAL SEPARATION

Divorce – No Children fillable.pdf

Divorce – With Children fillable.pdf

Divorce Summary Dissolution fillable.pdf

Fee Waiver fillable.pdf

Divorce process.pdf

DIVORCE FINALS PAPERS

Assets and Debts fillable.pdf

Children fillable.pdf

Income and Expense fillable.pdf

LIVING TRUST

Living Trust Overview.pdf

Living Trust – Single fillable.pdf

Living Trust – Joint fillable.pdf

Power of Attorney – Finance fillable.pdf

Power of Attorney – Health fillable.pdf

Quitclaim Deed fillable.pdf

BUSINESS

Corporation fillable.pdf

LLC fillable.pdf

DBA fillable.pdf

Copyright fillable.pdf

Trademark fillable.pdf

BANKRUPTCY

Bankruptcy Chp 7 fillable.pdf

share |

♦ Home

♦ Premium Finance

♦ Retirement & Investment Services

♦ Insurance  Personal/Commercial

♦ The Document People

♦ Videos

♦ Flipbooks

♦ Contact Us

Newsletter Subsrcibe

Get weekly financial news and tips that help you take action on your financial goals   

♦ Sign Me Up

 

Upcoming Events

Financial Seminars & Workshops. Learn how to maximize & protect your financial future.

♦ Save the date Register Today

♦ Office Hours

Prestige Financial Advisors

Investment Advisor Services offered by Simplicity Wealth, LLC

♦ Client Login  

♦ BrokerCheck by FINRA

27225 Camp Plenty Road, Ste. 5

Santa Clarita, CA 91351

661.252.4000 or 661.ADVISOR

The Document People
661.523.DOCS (3627)

800.663.4025 fax  Info@PrestigeFA.com

Copyright © 2020 Prestige Financial Advisors | All Right Reserved.

Disclaimer

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Adviser.  Subadvisory services offered through Advisory Alpha, LLC, a SEC Registered Investment Adviser. Insurance, veterans claim services, education and consulting services offered through Prestige Financial Advisors. Legal document preparation services offered through The Document People. Prestige Financial Advisors and The Document People are separated and non-affiliated entities from Simplicity Wealth, LLC and Advisory Alpha, LLC. 

For a complete listing of our disclosures please click here.

For Simplicity Wealth ADV 2A and Form CRS please click here.

Jeff McCarty CA License # 0C09484.

 

  • Privacy Policy
  • Site Map