Where to start
Client Forms
Please use the links below to download the appropriate forms:
New Account Applications
New Account Application Individual Joint PDF
New Account Application Retirement PDF
AGF Advisors Firm Brochures
Please use the link below to download AGF Advisors Informational Brochures (Form ADV Part 2 A and B). This brochure provides Information about the qualifications and business practices of AGF Advisors. If you have any questions about the contents of this brochure, please contact us at 949-395-6576 or cmartinez@agoodfuture.com:
AGF Advisors Informational Brochure (Form ADV Part 2 A) PDF
AGF Advisors Supplemental Brochure (ADV Part 2 B) PDF
Financial Planning Forms
Personal Net Worth Worksheet
Financial Inventory Worksheet