Financial Planning Forms

If you are ready to get answers to your questions and get started on a new plan to meet your financial goals, you will want to review our list of forms below. These forms will help you get organized, jump start your the process with Estate Conservation Associates, and answer some of your questions.

• Get started on your financial plan. Download our Investment Experience & Objectives Questionnaire now; you can fill it out and send it in to us by fax or U.S. mail. That will help us to jump start the process of organizing your financial picture and helping you to identify and meet your goals.
  
• Focus your socially responsible investing. Download our Social & Environmental Sensitivity Questionnaire to let us know what your ethical investing priorities are.
  
• Learn about Sec. 1031 exchanges. Interested in finding out about tenant-in-common properties into which you could do a Sec. 1031 exchange? Complete a New Account Form and Disclosure Form to get started. A property list can then be developed to fit your situation.
  
• Jump start your new account. The following forms get you started in working with Estate Conservation Associates on your investment management. You are welcome to download them and fill them out before calling our office; however, not everyone needs all the forms, so you are very welcome to call us at 415-491-4762 or contact us online with your questions.
  • Investment Experience & Objectives Questionnaire
  • Confidential Data Form
  • New Account Form
  • Solicitor Disclosure Form
  • C Shares Disclosure
  • Pacific West Financial Consultants, Inc. ADV Part II (provided for your information)
  • First Affirmative Financial Network, LLC ADV Part II (provided for your information)

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To learn about the services we offer, please contact us and we will send the information requested. We look forward to your call and will do our best to be helpful. Please indicate how you wish to be contacted (U.S. mail, e-mail or fax) and provide the following information:

Name • Address • Phone Number • Fax Number • E-mail address 

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Estate Conservation Associates
California Insurance License No. 0538317. Insurance and annuity services available to California residents only.
PO Box 6881, San Rafael, CA 94903 • phone: 415-491-4762 • fax: 415-491-4763 • e-mail: jshell@ecafinan.com.

Comprehensive Planning & Investment Advisory Services offered through Pacific West Financial Consultants, Inc. Securities offered through Pacific West Securities, Inc., member NASD, SIPC. 555 South Renton Village Place, Suite 700, Renton, WA 98055.

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