Just Getting Started

Questionnaire

Do you participate in an Employer Sponsored Retirement Plan? (401K, SEP - Simplified Employee Pension Plan)

Do you have a personal Individual Retirement Account?

Do you have personal investments? (Mutual funds, Stocks, Certificate of Deposits, Bonds)

How much money could you put into savings each month?

Do you own a home?

What best describes your age range?

What age do you plan to retire?

Investment products offered by Univest Bank and Trust Co.'s Wealth Management and Trust Division and Univest Investments, Inc., member FINRA and SIPC, a licensed broker dealer and investment advisory subsidiary of Univest Corporation of Pennsylvania, are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including possible loss of principal amount invested. Please consult your tax advisor regarding what may be best for your personal situation.