Feltz WealthPLAN
Confidential Personal and Financial Profile: Complete the entire profile to the best of your ability. Providing thorough information will assist our planning and investment teams as they begin to design a financial plan specific to your needs and goals.
Family Information
Spouse
Child / Grandchild
Child / Grandchild
Spouse
Occupation Information
Spouse
Income
Spouse
Retirement Income
Spouse
Living Expenses
Spouse

*Please provide annual living expense.

 

Should NOT include any liability payments (mortgage or loan payments).

 

Should include all annual expenses. Please consider auto (fuel, expenses, maintenance, insurance, registration fees), associations and dues, utilities (phone, cable, trash, water, electricity), home (insurance, maintenance, homeowner association dues, furnishings, improvements, security), medical (insurance premiums, medications, copays), travel & vacations, charity, food (groceries, dining out), clothing, beauty, gifts, general spending, entertainment, sporting events and hobbies, home office expenses, and maid expenses.

Investment Profile

Real Estate Property
Mortgage / Loan
*Principal & Interest Only
Non-Qualified Asset (Taxable and Cash) - Not Managed by Feltz WealthPLAN
Retirement Asset (IRAs, Deferred Compensation, 401(k), etc.) - Not Managed by Feltz WealthPLAN
Beneficiary
529 Plan - Not Managed by Feltz WealthPLAN
Business Interest

Insurance Profile

Life Insurance Policy
Beneficiary
Long Term Care Insurance Policy
Disability Insurance Policy

Personal Goals Statement

Please rank the following from 1 to 10, 1 being the least and 10 being the most, in order of importance to you:
Investment Goals
Low Mod Low Moderate Mod High High
Risk Tolerance
Low Mod Low Moderate Mod High High

Investment Experience

Risk Tolerance Questionnaire

Chart 1
* This hypothetical example is for illustrative purposes only and does not represent the performance of any specific investment. Results will fluctuate and cannot be guaranteed.
Chart 1
* This hypothetical example is for illustrative purposes only and does not represent the performance of any specific investment. Results will fluctuate and cannot be guaranteed.
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