Client Login Open an Account Search What is Your Financial Vision? Step 1 of 11 9% As one of America’s most enduring investment firms, we look beyond today’s markets. We broaden our focus to take in your entire financial picture: your lifestyle, your values, your family, your goals. Applying our holistic entirement® wealth management approach, with your input, we map your journey – providing streamlined, expert advice paired with custom investment products and advanced solutions that align with your vision. Start today by answering these few questions. Age range:25 - 3030 - 3535 - 4040 - 4545 - 5050 - 5555 - 6565+I'd rather not say What is your annual household income?$0-$250,000$250,000 - $350,000$350,000 – $450,000$450,000 - $500,000$500,000+I'd rather not say 3. My base knowledge of investments and investment strategies is:NoneLittleModerateExtensive My main concern when investing my money is:Maintaining investment stability and not losing valueInvestments are equally dividing between stability and growthGenerating growth My money is currently invested in the following (select all that apply): Individual Bonds Exchange Traded Funds Mutual Funds Individual Equities International Individual Equities Alternative Investments Assuming normal market conditions, over time I expect my investment to:Keep pace with the stock marketSlightly trail the stock market, but make a good profitTrail the stock market, but make a moderate profitHave stability, but make modest profitsHave a high degree of stability, but make small profits Please select the statement that best describes your attitude about the next three years’ performance of your investment:I do not mind if I lose moneyI can tolerate a lossI can tolerate a small lossI would have a hard time tolerating any lossesI need to see at least a little return Please select the statement that best describes your attitude about the next three months’ performance of this investment:One calendar quarter means nothingI would not worry about losses in that time frameIf I suffered a loss of greater than 10%, I would be concernedI can only tolerate small short-term lossesI would have a hard time experiencing any losses I plan to begin withdrawing funds from my investments:Never: These are multi-generational assets and I do not plan on taking distributions from this accountNot for at least 20 yearsWithin 10 to 20 YearsWithin 5 to 10 yearsNot now, but within 5 yearsIn the immediate future Once I begin withdrawing funds, I anticipate needing income (interest and dividends) and/or principal to meet day-to-day living expenses:Not for at least 20 yearsWithin 10 to 20 YearsWithin 5 to 10 yearsNot now, but within 5 yearsIn the immediate future Thank you for taking the time to evaluate your portfolio’s strengths and weaknesses. One of our Private Wealth Management financial professionals will set up a time to discuss your investment strategies at your convenience. Name First Last Email PhoneAddress* Street Address Address Line 2 City ZIP / Postal Code State*AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWashington D.C.West VirginiaWisconsinWyoming Our wealth management professionals leverage their extensive experience to tailor your investment portfolio to your needs. Meet our team
