Firm Services. Please see the Addendum following this Agreement for a description of the services the Firm will provide. The Firm will limit its analysis to those areas indicated. Please understand that the Firm does not provide comprehensive financial planning and that specific issues not revealed to or analyzed by Firm may have a direct impact on the suitability or accuracy of recommendations given.
Appears in 3 contracts
Sources: Client Engagement Agreement, Client Engagement Agreement, Client Engagement Agreement