Pre-Meeting Questionnaire

Investment Experience:

0–3 Years

3–5 Years

5–10 Years

10+ Years

General Risk Tolerance:

Low

Medium

High

Which Investment Style Do You Prefer?

Long-term Investing

Short-term Trading

What Are Your Primary Concerns?

Investment Strategy

Quality Service

Retirement Planning

Estate Planning

Insurance Planning

Education Planning

Other:

Total Investable Assets:

Less than $100,000

$100,000 – $250,000

$250,000 – $500,000

$500,000 – $1M

Greater than $1M

Do You Have a Potential Rollover?

Yes

No

Are You Willing/Able to Add to Your Investment Accounts?

Yes

No