Financial & Suitability Profile
Just like when you go to a physician for a check up or with an ailment, you can expect a series of questions / analysis.
Planning and analyzing your financial future is not that much different.
It is not necessary to spend a lot of time digging through your records or providing us exact figures. Just answer the questions to the best of your ability.
This will give us a better idea as to your current needs and future goals.
All information is retained in your personal file and will not be released to any other party without your written consent.
Please include any supplemental notes, as you may feel necessary.
Copyright © 1998
Fielder Financial Management, Ltd.
All Rights Reserved.
Securities and investment advisory services offered
through Girard Securities, Inc. member FINRA, SIPC.
Fielder Financial Management, Ltd. not affiliated with Girard Securities, Inc. Mark Fielder, OSJ, Registered Principal. CA. Insurance Lic. # 0690576.