Harvest Financial Corporation:
Your Investment Profile

Are you interested in evaluating your investment potential? It  may help you to know which states we are licensed in:

Arizona
Arkansas
California
Delaware
Florida
Georgia
Illinois
Indiana
Louisiana
Maine
Maryland
Massachusetts
Minnesota
New York
North Carolina
Ohio
Oklahoma
Pennsylvania
South Carolina
Tennessee
Texas
Virginia
West Virginia
Wisconsin

If you do not live in one of these states, it does not prevent us from helping you.  If you would like Harvest to work for you we are able to become licensed in your state.

To open the lines of communication, we suggest that you preview the analytic questionnaire below as you develop your long-term financial program :

Do not hesitate to print this form.  You may send it to us by fax at the following number: (412) 391-1406.
Name:
Company:
Address:
City:
State:
Zip:
Telephone:
Fax:
Email:
Personal Profiling
1: How many dependents, including yourself, are in your household?
Dependents:
2: How many other individuals, outside your household, do you support?
Individuals:
3: Which of the following investment and retirement programs do you have in place?
Company sponsored retirement plan
Life insurance
Disability insurance
IRA or SEP
Experience
4: Have you invested before in the following?
Options, Futures, Derivatives
Individual stocks
Individual bonds
Stock mutual funds
Bond mutual funds
Bank deposits and CD's
5: How would you describe your level of investment knowledge?
Extensive
Good
Limited
None
Time
6: When do you expect to retire (or to need the money that you are considering investing in this account)?
20 years or more
11 - 20 years
6 -10 years
1 - 5 years
Risk
7: Would you consider the funds in the account to be "risk" capital or "nest egg" capital?
100% risk capital
67% risk capital, 33% nest egg capital
33% risk capital, 67% nest egg capital
100% nest egg capital
8: Whether or not your investment is "risk" or "nest egg" capital, how would you feel if the stock market were to decline over the next quarter and your account lost 10% of its value?
I would not take any action to move the assets
I would consider making a move if the account remained 10% down for a period of six months
I would consider moving the money to another account, to a safer investment - even if it meant taking a short-term loss.
Goals
9: What is the account to be used for?
Wealth accumulation
Enjoying an active retirement with discretionary income
Education expenses in the future
Day to day living expenses
10: What percentage of the goal selected above will this account fund?
Less than 33%
Approximately 50%
67% or more
100%

Send mail to canwehelp@harvest-financial.com with questions or comments about this web site.
Copyright © 2009 Harvest Financial Corporation

Harvest Financial is a full service broker dealer.