Evensky & Katz / Foldes Wealth Management
PORTAL ACCESS ACKNOWLEDGMENT
As a client of Evensky & Katz / Foldes Wealth Management (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of the Company’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by the Company and unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold the Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
Evensky & Katz / Foldes Wealth Management
PORTAL ACCESS ACKNOWLEDGMENT
As a client of Evensky & Katz / Foldes Wealth Management (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of the Company’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by the Company and unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold the Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
Who We Help
Your Goals – They're Our Goals, Too
A Better Financial Plan
Life is constant change. So, we view your investment policy and financial planning process as a living and breathing item that needs consistent review. We work with you to develop an investment policy. Our fee-only, fiduciary standard management is designed to help achieve your strategic wealth management goals.
Living Better. Enjoying Life More.
Retirement
Go beyond using a monthly retirement income calculator, and feel confident about your decision to retire.
Save For College
Plan for the rising costs of higher education with a team of experts; it takes more than money management worksheets.
Investment Management
Customized portfolio design is at the core of our wealth management process. Do you know how much risk you need to take in order to accomplish all you want in life? Let us help you find out.
Sell a Business
Transitioning out of your business can be complex; don't miss any risk management steps .
Give / Philanthropy
Calculate your charitable donations wisely & accurately with our signature wealth management services.
