I’m retired and feel I could benefit from a second opinion

Questionnaire

Do you currently work with a financial planner?

Are you receiving monthly income from an Individual Retirement Account?

Are you receiving monthly income from a Pension?

Are you receiving monthly income from other personal investments?

What would you estimate is the value of your assets? (Investments, Individual Retirement Accounts, Stocks, Bonds, etc.)

What would you estimate is your current debt? (Mortgage, auto loans, credit cards, etc.)

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.