Please Complete the Following Questionnaire
As an investment advisory client of 4Thought Financial Group, the ongoing portfolio management you pay us for includes an annual review (as well as on-demand reviews) to ensure that your investments are still appropriate for your financial life goals. Please take a moment to complete the questionnaire provided here. It’s important for you to take advantage of this opportunity to tell us about changes in your life, to update us on your progress towards retirement, educational savings, or other goals you’ve established for yourself, as well as changes to portfolio income and cash needs. Without regular updates from you on this information it’s impossible for us to appropriately manage your portfolio in tune with your objectives. Depending on your answers, we may contact you to recommend very significant changes, so please take this seriously. It should only take a minute or two.
We are standing by to help you from 9:00am to 5:00pm EST. If you need any assistance please call 1 (516) 300-1617.Form not loading properly? Click here to continue.