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What You
Need

When You
Need It.

 

Investment Documents

Analyses

  • Asset Allocation - total portfolio - 6 17 2006
  • Asset Allocation - 5 29 2005
  • Asset Allocation - 7 2 2004

Applications

TD Ameritrade

  • Joe IRA
  • Jane IRA
  • Mr. & Mrs. Client JTWROS

Fidelity

  • Fidelity NetBenefits 401(k) - Joe

FTJ FundChoice

  • FTJ 403(b) - Jane

Authorizations

  • Update IRA contribution amount - 1 10 2006
  • Bank draft to fund IRAs and JT TDA accounts 5 13 2003

Retirement Account Distributions

  • 12/06 RMD Calculations - Joe, Sr.

 

Investment Policy Statement

  • Policy Statement - What you want to accomplish and how

Statements and Reports

TD Ameritrade

  • 12 31 2005
  • 12 31 2004
  • 12 31 2003
  • 12 31 2002

Fidelity

  • 12 31 2005
  • 12 31 2004
  • 12 31 2003

FTJ

  • 12 31 2005
  • 12 31 2004
  • 9 30 2003

FCVA

  • 6 30 2006
  • 3 31 2006
  • 12 31 2005
  • 9 30 2005
  • 6 30 2005
  • 3 31 2005
  • 12 31 2004
  • 12 31 2003

Transactions

Order Confirmations

  • 2006
  • 2005
  • 2004
  • 2003
  • 2002
  • 2001
  • 2000
  • Previous

 

  

 

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Financial Counselors of VA is an independent Registered Investment Advisor based in Portsmouth, VA, providing
fee-only financial planning services and investment management advice to individuals and families since 1985.

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