WEA-FA Service Agreement
Custodial Agreement (personal)
Custodial Agreement (trust or entity)
Trustee Certification of Investment Powers (TCIP)
Transfer Form Direct From Brokerage Account
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Looking to invest outside of a retirement account?
We offer an option to invest your nonretirement money without using a cash account such as savings, checking, or certificates of deposit.
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Simplify your life with account consolidation
Consolidating your retirement accounts may help you eliminate redundant fees.
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Q&A on long-term care insurance
If my dad had long-term care insurance, could he have stayed home? He paid for his home care for three years, then ran out of money and had to go to a nursing home. One of the best benefits of long-term care insurance is the ability to stay in your home. Having to pay the […]
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