Questionnaires

Please download one of the following questionnaires.  The information you provide is strictly confidential and will only be used for your individual planning purposes.  We ask that you complete this profile as fully as you are comfortable with.  If you have any questions, please call our office for assistance.

Download both Discovery Profile™ and Risk Assessment Profile.pdf

The Discovery Profile™ helps provide general information regarding your finances which helps determine your current financial condition.  The Risk Assessment Questionnaire helps to determine an appropriate asset mix for an investment, based on the answers given to the questions.

Discovery Profile™ Only.pdf

The Discovery Profile™ helps provide general information regarding your finances which helps determine your current financial condition, based on the answers given to the questions.

Risk Assessment Profile Only.pdf

The Risk Assessment Questionnaire™ helps to determine an appropriate asset mix for an investment, based on the answers given to the questions.