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                                        Client Documents

New Client Capital Plan Checklist

Existing Client Capital Plan Checklist

New Account Data Form

Risk Tolerance Questionnaire

LPL Financial Form CRS

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Shear Capital Group, LLC Financial Planning and Wealth Management Services is a Separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Money doesn't come with instructions

Shear Capital Group has been giving financial advice and guidance for three generations and over 70 years.
After all, it's your legacy. It should be treated that way. It's about you.