Prospective Client Data

Please review the  A.L. Rhodes Firm Brochure to learn more about services offered and methods of practice.  Then print the Prospective Client Data and complete it in preparation for meeting with Alice Rhodes, CFP®.

Brief Questionnaire for Prospective Clients

Click filename below to access file

Prospective_Client_Questionnaire_.PDF

A.L. Rhodes Brochure (ADV Part 2A)

Click filename below to access file

AL_Rhodes_brochure_(Form_ADV_Part_2A)_3-29-11.pdf