Confidential Investment Questionnaire Survey

Zuraw Financial Advisors, LLC

Please complete to the best of your knowledge. Please know that all personal and financial information is treated with strict confidentiality. If clarification is needed, please contact our office at 336-290-7062.

Thank you so much for taking your time to provide us with information that will allow us to create a personalized investment plan tailored to your needs. We look forward to our next meeting with you!

Zuraw Financial Advisors is registered as an Investment Adviser with the U.S. Securities and Exchange Commission.

1.I agree that I may be contacted by email or phone by Zuraw Financial Advisors.(Required.)

Yes

2.Please provide some information about yourself.(Required.)

Name

Company

Address

Address 2

City/Town

State

ZIP/Postal Code

Country

Email Address

Phone Number

3.Are you currently retired?(Required.)

Yes

4.If not, at what approximate age would you like to retire?(Required.)

5.What is your current age?(Required.)

6.What is the current age of your spouse/partner? (if applicable)(Required.)

7.How were you introduced to Zuraw Financial Advisors?(Required.)

Please note the name of the person or source

8.So we can best determine how to help you, what are your total investable assets?(Required.)

9.What percent of your assets are currently in a 401(k) or IRA Retirement funds?(Required.)

10.What is your approximate total household income?(Required.)

$0 - $25,000

$25,000 - $49,999

$50,000 - $74,999

$75,000 - $99,999

$100,000 - $124,999

$125,000-$149,999

$150,000-$174,999

$175,000-$199,999

Above $200,000

12.What is most important to you regarding your investments?(Required.)

Having a complete financial plan

Outperforming the market

Protecting my hard-earned money

Low total investment expenses

Generating income to support my lifestyle

Other (please specify)

13.What is least important to you regarding your investment?(Required.)