Common use of Firm Services Clause in Contracts

Firm Services. The Firm will provide consultations addressing the specific issue or issues you request in the Addenda. The Firm will provide you with an analysis and recommendations to guide you toward the achievement of your objectives. The Firm may limit its analysis to those areas indicated. You understand that information regarding specific issues not revealed to or analyzed by the Firm may have a direct impact on the suitability or accuracy of specific recommendations given. The term of engagement is referenced in the appropriate Addendum.

Firm Services. The Firm will provide consultations addressing the specific issue or issues you request in the Addenda. The Firm will provide you with an analysis and recommendations to guide you toward the achievement of your objectives. The Firm may limit its analysis to those areas indicated. You understand that information regarding specific issues not revealed to or analyzed by the Firm may have a direct impact on the suitability or accuracy of specific recommendations given. The term of engagement is referenced in the appropriate Addendum.

Firm Services. The Firm will provide consultations consultation addressing the specific financial planning issue or issues and/or investment management services according to the terms you request in the Addenda, which are attached to this Agreement and incorporated herein by reference. The Firm will provide you with an analysis and recommendations recommenda- tions intended to guide you toward the achievement of your objectives. The Firm may limit its analysis to those areas indicated. You understand The Client is informed that information regarding specific issues not revealed to or analyzed by the Firm may have a direct impact on the suitability or accuracy of specific recommendations givenFirm recommendations. The term terms of engagement is are referenced in the appropriate AddendumAddenda.

Firm Services. The Firm will provide consultations consultation addressing the specific financial planning and/or investment management issue or issues according to the terms you request in the Addenda, which are attached to this Agreement and incorporated herein by reference. The Firm will provide you with an analysis and recommendations intended to guide you toward the achievement of your objectives. The Firm may limit its analysis to those areas indicated. You understand The Client is informed that information regarding specific issues not revealed to to, or analyzed by by, the Firm may have a direct impact on the suitability or accuracy of specific recommendations givenFirm recommendations. The term terms of engagement is are referenced in the appropriate AddendumAddenda.