FFM - Roth Request Form

ROTH IRA General Request Form

Please complete the following confidential request form to receive FREE information on ROTH IRA investing. Please note: All fields must be completed.

  Name:            
  Address:       
  City:          
  State:         
  Zip Code:      
  Email:         
  Confirm Email: 
  Home Phone:      
  Work Phone:      
  
  Are you looking to establish a new Roth IRA plan?
   Yes   No

  Do you own an Roth IRA now?          
   Yes   No
  
  Are you looking to transfer your Roth IRA plan?
   Yes   No
  
  I consider myself a:
   Aggressive Investor    Moderate Investor   
   Conservative Investor  Willing to accept NO risk  
    
  Are you a mutual fund investor?
   Yes   No
    
  Your age is?
   25-35    35-45    45-55    55-65   65-Above
    
  Your tax bracket is?
   15%    25%    28%    33%    35%
  
  Your estimated time frame to purchase or rollover a Roth plan?
   Less than one month    1 to 3 months    3 to 6 months

  Your general awareness on this subject is?

  Are you a Financial Advisor? (RIA, stockbroker, insurance agent, fee planner):

  Additional Comments/Questions:

Securities are offered through Girard Securities, Inc. member FINRA, SIPC.
Mark R. Fielder, Registered Principal. CA. Insurance Lic. # 0690576.