Please click the following links to view The Advisory Group's Disclosure Documents:

The Advisory Group Client Relationship Summary (Form CRS)
The Advisory Group Disclosure Document
The Advisory Group Privacy Policy
The Advisory Group Code of Ethics

FSC Form Customer Relationship Summary (Form CRS)

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.