Below are links to our Financial Planner and Risk Profile for your completion. Please click on them to open, then print and fill out. Please return via mail, in-person or you may fax it to us at (309) 266-7549. This is the first step of financial planning.
When completing the forms, please be as thorough as possible as this will result in a more accurate analysis. The following information is needed for our recommendations. Please include current statements on the following:
- 401(k) and/or pension plans
- Other investment accounts
- Insurance statements for all policies
Upon receipt of your Financial Planning Questionnaire we will review and then determine which member of our staff is best suited to help you establish and obtain your financial planning objectives. If you have any questions, please call. Thank you.
All investments and securities available through Geneos Wealth Management, Inc. Member FINRA/SIPC are not insured by the FINRA, SIPC nor are they obligations of, or guaranteed by, Geneos Wealth Management, Inc. or any other affiliated entity. Such investments will fluctuate in value and are subject to investment risks including the loss of some or all of the principal.