For your convenience, we have provided two important forms that are necessary in order to provide investment services to you.
1. Risk Level Questionnaire. The long-term success of an investment plan has a lot to do with matching the investment portfolio to your risk tolerance. Click here to find out your risk level.
2. The Investment Profile. By completing this form, you assist us in understanding your current financial situation, your investment goals, and your priorities.
3. Pension Participant Information Form. Your completion of this brief form gives us the essential information for helping you establish your retirement plan.
BOB’S READING LIST
Interested in shoring up your knowledge about business ownership, business finances or personal finances? Take a moment to browse through this list. Bob Hampton has read every book on the list, and thinks each would be worth your while.
The E-Myth Revisited
by Michael Gerber
This is a must read of every business owner. It will change the way you think of your business and the way you should run it.
What Color Is Your Parachute? 2016: A Practical Manual for Job-Hunters and Career-Changers
by Richard Nelson Bolles. Ten Speed Press.
In its 44th edition, What Color is Your Parachute has been described as a self-help book that actually helps. It has a number of exercises and strategies to help bring clarity to what you want to be when you grow up. If you are in a place where you are feeling stuck and need to ponder what your next act will look like, this is an excellent resource.
The Millionaire Next Door
by Thomas J. Stanley and William D. Danko, Longstreet Press
This book is the result of the authors’ study of the affluent and how they got that way. As a result of over 20 years of research, they concluded that most millionaires are self made, and achieved that status by living significantly below their means.