Download Paperwork

Before your first appointment, please download and complete the Confidential Financial Profile and Risk Tolerance Questionnaire. Bring both of these completed forms to your meeting.

NOTE: Please be sure to save the below PDF files to your computer desktop before completing. Not doing so may cause you to lose any information filled out through your Internet browser.

View Confidential Financial Profile

View Risk Tolerance Questionnaire

View Required Documents List

Additionally, the Form ADV, Part 2A and Part 2B, contain much information on how KFAC conducts business.  We encourage you to download these documents as well and review them before your meeting.

View Client Brochure