Client Profile January 16, 2016by BCM Staff We are required by law to collect the following information in order to provide you with a personalized 401k investment allocation recommendation. Tell us how can we reach you Your Name Your Email Re-enter Email Mailing Address City State Zip Telephone Number Tell us about your job & income Are you currently employed ---YesNo Annual income ---0-$50,000$50,000-$100,000$100,000-$250,000$250,000 and up Source of Income (Check all that apply) JobInvestmentsSocial Security How Stable is your income? ---Relatively StableNot Stable Tell us about your attitude towards investing How familiar are you with investing markets? ---Not very familiarI understand importance of diversificationI understand that markets fluctuate & that different investments perform differentlyI am experienced with all investment sectors Your attitude towards risk is ---I don't care about risk; only about returnI understand that risk is part of investing & I am comfortable with itI am willing to sacrifice return in order to control riskI cannot tolerate, either financially or psychologically, financial loss In the event the stock market experiences a sudden 1 day drop, you are more likely to ---Sell all your holdingsSell some of your holdingsDo nothing. Continue to hold investmentsBuy more stocks Tell us about your 401k account Employer Name of your 401k plan (from statement) Your 401k account balance Your current age Expected retirement age As a percentage of your liquid assets at retirement, you expect your 401k to make up ---10%20%30%40%50%60%70%80%90%100% Please add any other information you would like us to consider Please check radio button to indicate that you have read and agreed to the terms and conditions in our client agreement Click on 'Submit' button to go to credit card payment portal.