Client Planning Factfinder 

This is the initial capture of data inputs for your plan. It is critical that you provide as much information as possible to your planner so that he or she can build a robust plan and subsequently subject it to “stress testing.”

 

Moneyguide pro

If you’re an existing client partner and want to log in to our live client portal, click here. If you need log in assistance, please call 480-895-2148 or email emily@dwpaz.com

 

ADV 2a

Required regulatory disclosure about our firm.

If you are a client, you should receive this

document annually.

 

ADV 2b

Required regulatory disclosure about our CEO, Michael J. Abbate. If you are a client, you should receive this document annually.

 

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