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Retirement Plans
IRAs; SEPs

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1. When do you expect to retire?
0-5 years
5-10 years
10-20 years
20+ years


2. What are your primary goals/concerns at this time related to retirement?



3. What type of plan are you currently enrolled in? What plan(s) do you have questions about?



4. Are you a business owner interested in a company retirement plan?
Yes No


5. Are you a company employee enrolled in your company's retirement plan?
Yes No


6. My specific question about retirement planning is:



7. Are you currently a Parker/Hunter, a division of Janney Montgomery Scott LLC client? If so, who is your Financial Consultant?



If you are not a client, how did you hear about us?
Internet search
Radio
Television
Print: Newspaper
Print: Magazine
Direct Mail
Attended a Seminar
Attended an Event (investors fair, expo, etc.)
Referral from a family member, friend, co-worker, etc.
Other:


8. Contact Me:
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City:






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Parker/Hunter, a division of Janney Montgomery Scott LLC investment professionals are available to discuss the suitability and risks involved with various financial products and strategies. We will be happy to provide a prospectus, when available, and other information upon request. We will not accept orders online. If you send us an e-mail, DO NOT INCLUDE TRADING INSTRUCTIONS. Should the viewer leave this site via a link, the existence of such links should not be construed as an endorsement, approval or verification of Janney Montgomery Scott LLC of any content available on third party sites.



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