CornerStone                                                          Financial Planning & Advisory Services
Client Intake Form
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Disclaimer: Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involved risk. The Value of your investment will fluctuate over time and you gain or lose money.
*Confidential: We understand that managing money involves the analysis of our clients’ most personal information. In revealing this information, clients trust us to exercise the utmost care in safeguarding all data and communications.Confidentiality is at the core of all aspects of our client relationships.
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