Van Der Noord Financial Advisors

CONNECT

Address:

Greenville Office
420 The Parkway, Suite G2
The Village at Thornblade
Greer, SC 29650

Phone:

864-801-1977

Fax/Other:

864-879-4033

Forms

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??THE VANDERNOORD FINANCIAL ADVISORS, INC FORMS PAGE

Below is a directory of commonly used forms and information. If you need a form/information that is not listed, please call us at (864) 801-1977

Van Der Noord Financial Advisor, Inc.

Introduction to Services Kit -- (Click Here) 

Service and Fee Disclosure v.2018 - (Click Here)

Client Advisory Agreement & Privacy Policy -  (Click Here)

ADV Brochure 2018 -  (Click Here)

FEMA Disaster Checklist - (Click Here)

ETF Concept Piece - (Click Here)

Fiduciary Pledge -  (Click Here)

 

"Our Process" - Whitepapers

OUR PROCESS - Why We Use Treasuries in Our Portfolios (Click Here)

OUR PROCESS - A Modern Day Parable (Click Here)

OUR PROCESS - Returns Don't matter (Click Here)

OUR PROCESS - Math vs Emotion (Click Here)

OUR PROCESS - Understanding GBWM Thru Pension Managment (Click Here)

OUR PROCESS - Addressing Inflation and Taxes in the GBWM Process (Click Here)

OUR PROCESS - Addressing Life Expectancy in the GBWM Process (Click Here)

OUR PROCESS - Q&A - (Click Here)

OUR PROCESS - Dollar Weighted Returns vs Time Weighted Returns (Click Here)

OUR PROCESS - What is it EXACTLY that you want from life? (Click Here)

OUR PROCESS - Sharing Our Vision (Click Here)

OUR PROCESS - Shrinking Alpha (Click Here)

OUR PROCESS - Adding Measuriable Value (Click Here)

OUR PROCESS - Measuring Investment Performance in the GBWM Process (Click Here)

OUR PROCESS - Housing Wealth in Financial Planning (Click Here)

OUR PROCESS - How We Build Your Portfolio (Click Here)

OUR PROCESS - The Hardest Question (Click Here)