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Addendum to the Investment Management
Financial Planning Agreement
It is understood that we have retained Button Financial, Registered Investment Advisor,
for on-going investment management and financial planning advice.
I (we) understand that Sally Jo Button, CFP ® is the sole owner and only financial
planner at Button Financial. Her potential incapacity could interrupt effective
money management of our accounts with SSG, the introducing firm for the clearing
house, Pershing, LLC.
For the purposes of efficiently transitioning our accounts to another broker/dealer
and clearing house, and finding another advisor to assist us with our financial
planning, Sally Jo Button, has created a continuity plan which names Susan O'Grady
CFP ®, as an agent under a Durable Power of Attorney.
By signing below, I (we) authorize Susan O'Grady, CFP ® to access our accounts
on-line through Netxpro, communicate with SSG about the accounts, and act
in Sally Jo Button's place, should she become incapacitated. We understand that
Susan will be acting as an independent contractor to Button Financial under this
contractual agreement.
Client:
Date:
Printed Name:
Client:
Date:
Printed Name:
Advisor:
Date:
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97 South Brentwood Street
Lakewood, Colorado 80226
phone:303-861-5290
fax:303-462-1695
sallyjo@buttonfinancial.net
Our Location
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“Because we understand that the best designed financial plans are easily sabotaged by human behavior, we want to stay in relationship with you, to encourage you, and to deflect obstacles in your path.”
- Sally Jo Button
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