Document Archive

Basic Client Information (111 KB)

Financial Planning Questionnaire (88 KB)

Preliminary Client Data (18 KB)

Initial Client Information (22 KB)

White Papers

Use our experience and insights to inform your own thinking. Have a suggestion for a topic you would like us to address? Please let us know.

Minimizing personal tax liability: balancing short- and long-term perspectives.

Newsletters

We provide this newsletter as a service to help you stay aware of issues that may affect your financial well-being. Click here to subscribe to our quarterly newsletter.

Other Online Financial Resources

The following links will direct you to external websites you may find useful for financial information. Please note: Pettinga Financial has no control over the content of these websites, nor have we verified the accuracy of their information. We cannot assume responsibility for any of the material they present.

Charles Schwab
Fidelity Investments
The Wall Street Journal
The New York Times
Financial Times