Clients

Senior couple using skype

We encourage you to GO PAPERLESS by signing up for Account View and turning off Prospectuses and Proxies by following the appropriate link below.

 

 

Account View – Click this link to sign up for Account View, go paperless and turn off statement and prospectus mailings.

LPL Financial Accountsclick here to sign up to go paperless and view shareholder communications, including annual reports and proxy statements online.

Review Questionnaire – Client Pre-meeting questionnaire to help address any concerns and/or life changes that you might want to discuss.  It also provides you with an overview of what will be reviewed during the appointment.  Questions are not mandatory, simply a tool we use to help you get the most out of your appointment. 

 

If you have any comments or concerns, please don’t hesitate to call us at 408-551-6100 or toll free 800-927-8314 and ask to speak with one of our financial advisors.

Best Regards,

Retirement Capital Strategies
A Registered Investment Advisor
1190 Saratoga Ave, Ste. 140
San Jose, CA 95129
Tel (408) 551-6100
www.rcsadvisor.com

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