Your investment objective is based on many factors including your financial situation, tolerance for risk, time horizon, and other financial needs. Jane Khalaf is a registered representative with LPL Financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. CA Insurance Lic# 0H59902 | LPL Financial Insurance Lic# 0518721 | LPLIA Lic# 0B91442 | Tracking 571888-1

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* 1. How concerned are you about inflation impacting your financial security?

Very Concerned Moderately Concerned Not at all Concerned
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i We adjusted the number you entered based on the slider’s scale.

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* 2. Over the long-term, how do you expect your investments to perform compared to inflation?

Return less than inflation (3%) Return about the same as inflation (3-4%) Return greater than the rate of inflation
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i We adjusted the number you entered based on the slider’s scale.

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* 3. Over the next several years, you expect your annual income (salary, rental properties, pensions, social security, etc.) to:

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* 4. In recent years,how have your personal investments changed?

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* 5. Thinking about your current and future investments, please rank the following characteristics in order of most important to least important.

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* 6. What is the total value of your household's investable assets? Investable assets include all liquid financial assets that are, or could be invested (e.g. bank account balances, retirement accounts, trusts, etc.). Investable assets do not include businesses, real estate or other property.

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* 11. Which of the following statements best describes your purpose for this investment account?

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* 12. When will you begin withdrawing money from this investment account?

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* 13. Enter First and Last Name

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* 14. Enter Your Email Address
(This will not be shared or sold.)

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