<strong>Client Forms</strong><!-- [et_pb_line_break_holder] --><p><!-- [et_pb_line_break_holder] --> <p><!-- [et_pb_line_break_holder] -->Please download the following forms and return by fax (816-875-4545) or <a href="mailto:kristine@beacon-advisor.com" target="_blank" rel="noopener">email</a> at least 2 days before your scheduled introduction meeting. If you would like to use our web portal, please contact us to request a username and password.<!-- [et_pb_line_break_holder] --><p><!-- [et_pb_line_break_holder] --> <p><!-- [et_pb_line_break_holder] -->Confidential Questionnaire (<a href="https://www.beacon-advisor.com/wp-content/uploads/2008/09/confidential-questionnaire-20082.pdf">PDF</a>, <a href="https://www.beacon-advisor.com/wp-content/uploads/2008/09/confidential-questionnaire-20061.doc">Word</a>)<!-- [et_pb_line_break_holder] --><br>Investor Allocation Profile (<a href="https://www.beacon-advisor.com/wp-content/uploads/2008/09/investor-allocation-profile.pdf">PDF</a>, <a href="https://www.beacon-advisor.com/wp-content/uploads/2008/09/investor-allocation-profile-0903.doc">Word</a>)<!-- [et_pb_line_break_holder] --><p><strong>Compliance</strong><!-- [et_pb_line_break_holder] --><p>Form ADV Part II (<a href="https://www.beacon-advisor.com/wp-content/uploads/2008/09/Form-ADV-Part-II-03-20141.pdf">PDF</a>)<!-- [et_pb_line_break_holder] --><br>Privacy Policy (<a href="https://www.beacon-advisor.com/wp-content/uploads/2008/09/privacy-policy.pdf">PDF</a>)<!-- [et_pb_line_break_holder] --> <p><!-- [et_pb_line_break_holder] --> <strong>Other</strong><!-- [et_pb_line_break_holder] --><p>How to Choose a Financial Planner: Tough Questions to Ask (<a href="https://www.beacon-advisor.com/wp-content/uploads/2008/09/how-to-choose-a-financial-planner.pdf">PDF</a>)<!-- [et_pb_line_break_holder] --><p><!-- [et_pb_line_break_holder] -->