Client Links

Regulatory

• Calkins ADV Part 2B

• SEI ADV2A and CRS

• SEI Managed Account Brochure

• RAA ADV Part 2A

• RAA Form CRS

 

Downloads

• Cost2BU™ sheet (Editable Excel sheet will download)

• New Private Client Profile Form (Editable Excel sheet will download)

• Tools for Charitable Giving (PDF)

 

Other Useful Links

• Calculators

• Credit Reporting

Regulatory

• FINRA.org

Social Security & Medicare

• SSA.gov

Taxes

• IRS.gov

• Also see Tax Library, under Resources