Client Resources

Risk Tolerance Questionnaire

As we work together, we will ask you to complete FinaMetrica's Risk Profiling System. We will use this information when we analyze your current investments and/or when we select new investments for you.

Go Paperless

Instructions on how to go paperless with your LPL Financial Online Statements (.pdf format)

Account View Brochure

Account View Brochure (.pdf format)

Monthly Newsletter

Loose Change Financial Planning Newsletter

ADV Part 2 & Privacy Statement

ADV Part 2
Privacy Statement

14143 Denver West Pkwy, Suite 510 • Golden, CO 80401
6000 Greenwood Plaza Blvd., Suite 100 • Greenwood Village, CO 80111
phone: (303) 252-0852 • fax: (303) 393-2365

Financial Planning offered through Walsh Financial Solutions, a Registered Investment Advisor.

Securities offered through LPL Financial. Member FINRA/SIPC.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, FL, IL, VA, and WV.
LPL Financial is not affiliated with the Financial Planning Association (FPA®) or Colorado Financial Partners.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP (with plaque design)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.