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This confidential questionnaire will be used for internal purposes only.
Name:
Company:
Home address:
Business address:
E-mail:
Fax:
Your occupation:
Years employed: 
Your annual income (000's)


Your liquid net worth excluding your home (000's)


What are the three most important obstacles you face at the present time?


    I've never created a financial plan.

    I don't know how to constantly manage my money.

    When should I invest my money rather than keep it liquid? And where?

    I'm afraid I'll outlive my money.

    I'll be able to retire in style - I think.

    My tax bill is killing me.

    I'd like to do more for my community, but my business needs me.

    I'd like to spend more time with my family, but my business needs me.

    I always wanted to be a sports writer .

    Other.





What are the three most important opportunities you face at the present time?


    Create a written investment policy statement.

    Understand your options so you can make wise decisions.

    Manage short-term risk versus long-term rewards.

    Learn how to invest within your risk comfort range.

    Develop a comprehensive plan in a variety of money management areas.

    Understand the tax implications of your investments and invest tax-efficiently.

    Work with a team of experts selected by you.

    Acquire assets that increase your cash flow.

    Set priorities in your life.

    Other.
We can help you define and meet your life goals.
If you are interested in participating in the PERSONAL PURPOSE EXPERIENCE™,
click on the submit button.

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Securities licensed associates of Paris International Corporation are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member NASD/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Paris International Corporation and NPC are separate and unrelated companies.
 
 
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