Broker Check


<span>Discovery Profile Questionnaire</span>

Discovery Profile Questionnaire

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. 

We ask that you contact our office before filling out the Discovery Profile™. This will help us direct you towards the right goals.

You can call at (817-238-6995) or contact us at

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.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Have a Question?

Thank you!