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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 offered through LPL Financial, member FINRA/SIPC.  Investment advice offered through Good Life Advisors,LLC, a registered investment advisor.  Good Life advisors, LLC and Shear Capital Group,LLC Financial Planning and Wealth Management Services are Separate entities from LPL Financial.

 Bradley Shear and Howard Shear may offer advisory services and advisory accounts in all states.

Howard Shear may discuss and/or transact securities business with residents of the following states-PA,FL,OR,OH,WV.

Bradley Shear in PA.

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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.