FREE Portfolio Review

If you would like to have a free personalized Portfolio Review that is based upon your goals, objectives, and level of risk, complete the following questionnaire and click the "Send it" button at the end.

This is the minimum information we must have for your first appointment.

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You can direct the questionnaire to a specific JPJ representative, or you can let us pick one for you. You may review the qualifications of our consultants by using the Consultant Profiles menu on the left side of this page.

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Tell us about yourself

Your Name

Date of Birth

Business Phone

Spouse's Name

Spouse's Date of Birth

Spouse's Business Phone

Street Address

City

State

Zip Code

Home Phone

E-mail Address

Please answer the following questions concerning your GOALS and CONCERNS.

(All information is strictly CONFIDENTIAL and is essential for a complete PROFILE REVIEW.)

Who is dependent on you for their financial support? What are their ages?

What do you consider to be your most important financial goal?

What is your greatest financial fear?

Do you have a will? Yes No

Date of will

When investing money, rank the following concerns in order of importance from highest (1) to lowest (5). Use each number only once:

Safety

Income

Liquidity

Growth

Taxes

How much risk would you accept for the chance of a better return on your money?

Do you feel you should make more return on your money?
Yes No It's about right

What is your tax rate?

If you are not sure about your tax rate, what is your annual income?

Do you feel that you pay too much income tax?
Yes No It's about right

How much of your income is Social Security?

How much of your income is interest?

How much of your income is salary or pension?

Please describe the type of investments you have, i.e., C.D.'s Bonds, Stocks, Mutual Funds, Etc?

Your answers to the following questions will be used to generate a computer assisted Asset Allocation Model that may be an appropriate method to help you achieve your stated goals, taking into account your investment time horizon and tolerance for risk.

Your investment objective summarizes the primary purpose of your account. It serves to define how assets should be managed. While asking yourself "What do I want most to accomplish?", select the objective that best fits the purpose of your account.

Please indicate your response to the following statement: "I am comfortable with investments that may go down in value from time to time, if they offer the potential for higher returns."

Age is a very important determinant of portfolio selection. Please indicate your age group

Your investment time horizon is an important variable to consider when constructing your account. How long will it be before you begin making withdrawals?

Once you begin taking withdrawals from your portfolio, how long will the money in the account have to last before it is depleted?

An assessment of your income requirements is essential in determining the appropriate asset allocation structure for your account. Please choose the option that best approximates the amount of CURRENT income your portfolio needs to generate annually. Example: You need $50,000 per year, total income. You receive $15,000 in Social Security and $15,000 from a company retirement plan. Therefore, you need $20,000 additional income and you have a $200,000 portfolio, so you need 10%.

How long could you cover monthly living expenses with cash and investments you currently have on hand?

What is your outlook for your future income from sources other than investments over the next ten years (pay raises, cost of living increases, etc.)?

Finally, please tell us how and when we should contact you.
Please call me at my	Business phone Home phone
What time of day is best for you?	Daytime Mornings Afternoons Evenings

There is no cost or obligation for this service.

There is an old saying in financial planning that "The average American will spend more time planning their next vacation than they will planning their financial future". CONGRATULATIONS! You've taken the first step towards financial independence. Thank you for visiting our Web site and for filling out this important questionnaire. We will be in touch with you within five business days to set a convenient time when we can discuss your review.

FREE Portfolio Review

Tell us about yourself

Please answer the following questions concerning your GOALS and CONCERNS.

Finally, please tell us how and when we should contact you.