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Retirement Questionnaire

Tell Us About Yourself 
Answering a few questions will help us create a plan to help you meet your unique retirement goals.

Complete the questionnaire below and we will create a personalized retirement report for you. We'll also schedule a Zoom call to answer questions and put your plan into action.

Retirement Questionnaire

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If your account lost 30% in two months, you would:
Which best describes you as an investor?

Thanks for completing this questionnaire. We will contact you with meeting dates shortly.

425-633-0309
mgrimme@clearpointfp.com
 
Park and Elm Investment Advisers LLC is a registered investment adviser in the State of Indiana and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Park and Elm Investment Advisers LLC is doing business as ClearPoint Financial Partners.
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