Questionnaires
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.
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.