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 - 30 30 - 35 35 - 40 40 - 45 45 - 50 50 - 55 55 - 65 65+ 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: None Little Moderate Extensive My main concern when investing my money is: Maintaining investment stability and not losing value Investments are equally dividing between stability and growth Generating 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 market Slightly trail the stock market, but make a good profit Trail the stock market, but make a moderate profit Have stability, but make modest profits Have 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 money I can tolerate a loss I can tolerate a small loss I would have a hard time tolerating any losses I 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 nothing I would not worry about losses in that time frame If I suffered a loss of greater than 10%, I would be concerned I can only tolerate small short-term losses I 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 account Not for at least 20 years Within 10 to 20 Years Within 5 to 10 years Not now, but within 5 years In 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 years Within 10 to 20 Years Within 5 to 10 years Not now, but within 5 years In 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
