| Yes* | No |
Have you changed your feelings about investing in the market? |
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Have your liquidity needs changed? |
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Has your time horizon for investing changed? |
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Do you feel that your assets are correctly allocated for your needs? |
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Would you like to explore other investment options? |
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* If the answer to any of these questions is yes, we should schedule an asset allocation analysis.This analysis is complimentary and a service to you as a valued client |
Would you be interested in any of the following: (check all that apply) |
| Yes | No |
Preparing or updating a financial strategy? |
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Tracking and evaluation of investments held elsewhere? |
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Submitting a Risk Tolerance Questionnaire to supplement this Periodic Review? |
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Submitting a Client Profile to supplement this Periodic Review? |
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