Investment Portfolio Preferences

At Secura, we don’t believe in a one-size-fits-all investment strategy – each client has their own long-term goals and financial risk preferences.

Whether you’re just starting out on your wealth accumulation journey, are well into it, or have already amassed a nice nest egg, let’s get to know each other better and draft a plan that’s best for you.

Fill out the form below to introduce yourself to us. All information will be kept confidential between you and our team. Thank you for choosing Secura.

– Secura Financial Group

Full Name

Telephone

Employer

Advisor

Secura Office Location

Section 1: How important are the following features to your investment plans?

Professional management

Diversification

Simplicity

Liquidity

Flexibility - partial withdrawals, specific income creation

Deferring taxes as long as possible

Tax minimization strategies

Flexibility to move assets with concerns regarding tax consequences

Reduced estate probate costs

Protecting your investments' value at death or maturity

Privacy - avoid asset transfer becoming public records (probate)

Expediency - assets transferred quickly to beneficiaries

Potential creditor protection - minimizing exposure to personal and/or professional liability

Section 2: Rank the following portfolio characteristics in order of importance to you

1 is most important to you, 6 is least important to you.

Rank #1 - most important

Rank #2

Rank #3

Rank #4

Rank #5

Rank #6 - least important