DOCUMENTS

Click on the links below.  When finished hit the back button to return to the web site. 

Preliminary Questionnaire: Fill this out and send it to us or just bring it to our initial meeting.
Prelim Questionnaire Excel File         Prelim Questionnaire PDF File  

Brochure: This details our business, fees, privacy policy, etc.  
Part 2 Brochure 1-9-08

Start the financial planning process by filling out this form on-line:  On-line Questionnaire 

Quarterly Newsletter:

Q2 2008 Newsletter    Q1 2008 Newsletter

Q4 2007 Newsletter   Q3 2007 Newsletter   Q2 2007 Newsletter   Q1 2007 Newsletter

Q4 2006 Newsletter    Q3 2006 Newsletter    Q2 2006 Newsletter

Articles of Interest 

TDAmeritrade Financial Strength

Do-Over Your Social Security  

How Corporate Governance Affects Mutual Fund Performance

When to Take Social Security Benefits

The Successful Investor

Pension Protection Act of 2006

Tax Increase Prevention Act

Changes In Store for Medicare and Medicaid

New Bankruptcy Law Protects IRAs

Rules for Hiring Family Members

Pros and Cons of Combination Long Term Care Insurance

How to Avoid Medical Financial Disaster

Myths Deter Students from Applying for Financial Aid

What is the Real Reason You Should Invest

Financing Alternatives for Small Businesses

Roth Conversions Become More Attractive for Retirees

Family Limited Partnerships Need Business Purpose

Caring for Elderly Loved Ones from Afar

Id Theft

Beneficiaries for Your IRA

How is Your Cost of Living Increasing

Should You Consider a Health Savings Account (HSA)

Tips for Financially Helping Your Kids

How Your Pension May Reduce Your Social Security Benefit

1075 Main Ave. Suite 216, Durango, Colorado 81301 :: 970.385.5227 :: Toll Free: 877.901.5227 :: stan@compfinancial.com