Getting Started

How long have you been investing in stock or bond mutual funds (or individual stocks or bonds)?

Which one of the following statements best describes your personal investment concern? (check only one)

I am concerned about portfolio fluctuations, and possibly needing to sell when the market is down.
I am concerned about interest rate changes, either reducing my income or my portfolio value.
I am concerned about too many eggs in one basket; I want diversification.
I am concerned about volatile stock prices, and never knowing where they are headed.
I am concerned about falling short of my investment goals.

What level of temporary (one year or less) decline in your total portfolio value would leave you uncomfortable?

Please indicate the number of years until you plan to begin drawing on your investments (indicate with a “0” if drawing currently).

Name *

Email *

Phone

Services Needed

Name

Chicago Office

20 N. Wacker Drive
Suite 2410
Chicago, Illinois 60606

Phone: 312 332-1520
Toll-Free: 888 332-1520
Fax: 312 332-8817
info@sallc.com

1717 Main Street
Suite 3975
Dallas, Texas 75201

Phone: 469 385-7040
Toll-Free: 866 630-6730
Fax: 469 385-7041
info@sallc.com

Type and Press “enter” to Search