Investment Advice Request Would you like help allocating the investments within your 401(k), 403(b), or 457?
Personal Information
Your Name:
Your Employer:
Your E-mail Address:
Daytime Phone Number:
Your Age:
Total Investment Assets (Stocks, Bonds, Certificates, etc.): Less than $25,000
Between $25,000 and $100,000
Between $100,000 and $250,000
Between $250,000 and $500,000
Between $500,000 and $1,000,000
Between $1,000,000 and $2,500,000
Over $2,500,000
Approximate Annual Household Income: Less than $25,000
Between $25,000 and $50,000
Between $50,000 and $100,000
Between $100,000 and $250,000
Between $250,000 and $500,000
Over $500,000
Number of Years' Investment Experience None
1-5
6-10
10 or More
Previous Investment Experience (Select all that apply)
1. What is your objective for this retirement account?
2. When do you expect to tap into your account?
3. Over the next 10 years, do you expect your income to:
4. If the value of your account dropped suddenly by 30 percent, would you:
5. You can live off your current cash savings and investments for:
6. How much risk are you willing to take to achieve a potentially higher return?
7. How knowledgeable do you consider yourself to be about economic issues, personal finanace, and investing?
In order to respond to your request in a timely manner, we require that you complete this form in its entirety. Please keep in mind that we cannot provide investment recommendations unless all information is completed above. Furthermore, by submitting this form you certify that you have answered the questions honestly and to the best of your ability.
