Downloadable Forms

UP form ADVInitial Meeting Forms: Please fill out the following forms and bring with you on your initial client meeting.

• Financial Planning Profile.pdf
• Client Meeting Checklist.pdf

Ongoing Business Forms: Please review and sign the following forms.

• Engagement Agreement.pdf
• Privacy Notice

Ongoing Business Forms: The following forms are disclosures from Pegasus Financial Group. 

• Part 2A of Form ADV
• Part 2A of Form ADV - Brochure Supplement

Disclosure Forms: The following form is from United Planners.

• UP form ADV