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Clients:

As a client, Your Advisory Agreement is already on file with the firm. To the extent applicable, the terms of that agreement include the use of our web site.

NO GUARANTEE - Recommendations are based upon the professional judgment of the advisor and its staff. Results cannot be guaranteed. You may elect to follow or ignore, completely or in part, any information, recommendation or counsel provided.

Just Plans Etc. is an investment advisor registered with the Securities and Exchange Commission (SEC) & the State of California. Just Plans Etc. conducts its investment advisor business in compliance with the Investment Advisors Act of 1940 and all applicable state laws regulating the advisor's services. We have delivered information to you via our form ADV II regarding disclosures of our background and business practices. You acknowledge receipt of such disclosures by entering this web site.

CLICK HERE for your Waterhouse Account

CLICK HERE
for your Charles Schwab and Co. Account

 


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