I certify that the above statements and information made herein are true and correct to the best of my knowledge. I also certify that I am authorized to effect charges to the above credit card/ACH number. In the case of any issues or disputes concerning this transaction, I will notify Silver Oak Securities, Inc. promptly to rectify the situation. Furthermore, I authorize Silver Oak Securities, Inc. to use the payment method indicated above on this authorization form according to the terms outlined in this Financial Planning Agreement. I certify that I am an authorized user of this payment method and that I will not dispute the payment with my financial institution; so long as the transaction corresponds to the terms indicated in this agreement.
This Agreement is entered into by the investment adviser, Silver Oak Securities, Inc. (hereinafter referred to as "Adviser", 'Our firm", "We" or "Us"), through its advisor representative Martin Hearn("Planner") and ("Client") this date. In consideration of the mutual benefits to be derived from this Agreement, it is understood and agreed as
SERVICES Our firm shall provide the Client with the following Financial Planning and Consultation services: We provide a variety of financial planning and consultation services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of client's current situation, goals, and objectives. Generally, such financial planning services will involve preparing a financial
plan or rendering a financial consultation for clients based on the client's financial goals following areas: Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Corporate and Personal Tax Planning, Cost Segregation Study, Corporate Structure, Real Estate Analysis, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit Evaluation, Business and Personal Financial Planning.