Address:
Phone:
661.252.4000 or 800.663.6029
Fax/Other:
800.663.4025
661.523.DOCS (3627)
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QUESTIONNAIRES
DIVORCE AND LEGAL SEPARATION
Divorce – No Children fillable.pdf
Divorce – With Children fillable.pdf
Divorce Summary Dissolution fillable.pdf
DIVORCE FINALS PAPERS
Income and Expense fillable.pdf
LIVING TRUST
Living Trust – Single fillable.pdf
Living Trust – Joint fillable.pdf
Power of Attorney – Finance fillable.pdf
Power of Attorney – Health fillable.pdf
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Prestige Financial Advisors Investment Advisor Services offered through Virtue Capital Management 27225 Camp Plenty Road, Ste. 5 Santa Clarita, CA 91351 661.252.4000 or 800.663.6029 The Document People 800.663.4025 fax Info@PrestigeFA.com |
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Disclaimer
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Prestige Financial Advisors are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
Jeff McCarty CA License # 0C09484.
