Financial Review Contract Sample Contracts

Financial Review Contract
Financial Review Contract • June 21st, 2021 • Arizona

This AGREEMENT is made this day of , 202 (“Effective Date”) between Cambridge Financial Group, LLC a SEC registered investment adviser, whose principal mailing address is 6700 N. Oracle, Ste 324, Tucson, AZ 85704, (“Advisor”) and (“Client”). Under this Agreement, Advisor will provide Client with a limited financial planning review under the following terms:

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Financial Review Contract
Financial Review Contract • December 21st, 2017 • Arizona

This AGREEMENT is made this day of , 201 between Cambridge Financial Group, LLC a SEC registered investment adviser, whose principal mailing address is 6700 N. Oracle, Ste 324, Tucson, AZ 85704, (“Advisor”) and (“Client”). Under this Agreement, Advisor will provide Client with a limited financial planning review under the following terms:

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