Skip to main content

SHC Financial
  •  Oregon: 503-972-3220
  •  Washington: 503-972-3221
  •  Fax: (877) 972-3225
  • Schedule a Meeting
  • Document Upload 
  • Account View Log-in
  • Wealth Vision Log-in

SHC Financial
  • Home
  • SHC Team
  • Services
  • Resources
  • New Client
  • Contact

See Your Future

because expectation is the greatest influence.

Bullish or Bearish

Are you confident in your investment strategy

A Plan for All Seasons

can you find safety in a storm?

  Previous   Next

    You are here

  1. Home
  2. New Client

New Client

New Client Documents – Individual

 

  Download Document

 

New Client Documents – Business

 

  Download Document

 

Sample Personal Financial Statement

 

  Download PDF

 

Sample Cash Flow Worksheet

 

  Download Excel Spreadsheet

 

Book a Meeting

Tell a Friend

SHC Lake Oswego
4800 SW Meadows Road
Lake Oswego, OR 97035

 
  •  Oregon: 503-972-3220
  •  Washington: 425-998-9680
  •  Fax: (877) 972-3225
  •  Contact Us By Email

    Securities, Asset Management and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

    The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, GA, IN, KS, MD, ME, MN, MO, MT,  NC, NM, OR, PA, TX, VA, WA

    © 2023 SHC Financial. All rights reserved.

    Website Design For Financial Services Professionals