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A few questions to get to know you and to understand your goals
First Name
Last Name
Email Address
Phone Number
Schwab Account Number
What type of account is this?
Taxable Investment Account
Traditional IRA
Rollover IRA
UGMA
Your approximate Annual Income (your yearly salary plus any other income)
$0 - $50,000
$50,001 - $150,000
$150,001 - $250,000
Over $250,001
Your approximate Net Worth - not including your primary residence (usually your assets minus your debts)
$0 - $100,000
$100,001 - $500,000
$500,001 - $1,000,000
$1,000,001 +
I would describe my knowledge of investments as:
Minimal knowledge
I have bought Mutual Funds in the past
I actively invest in stocks, ETFs, bonds or commodities
When I invest, I am focused on:
Not losing money, so I would consider myself risk adverse
Equally concerned about both the risk and return on my investments
Making money, so I would consider myself a risk taker
Select some of the investments you currently own (select all that apply):
None - I really don't own financial assets
Mutual Funds
Stocks, Bonds or ETFs
Investment Properties, Crypto, Gold or Commodities
Do you want up to 5% of your portfolio invested in cryptocurrency asstes?
No, Cyrptocurrencies are too risky
Yes, I'd like some exposure
I'd like to be invested for about how many years?
Less than a year - I need to be liquid
about 3-ish years - looking for capital preservation
around 5 to 7 years - I'd like some capital appreciation
possibly 7 to 10 years - I'd like a touch more appreciation
this is for the long haul - more than 10 years
Request a LPOA Transfer Document
A LPOA is on its way
Stay tuned!
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