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.)

Securities and insurance products are offered through Univest Investments, Inc., member FINRA and SIPC, and a licensed insurance agency. Investment advisory services are offered through Girard Partners, Ltd. Trust services offered through Univest Bank and Trust Co., Univest Investments, Inc., Girard Partners, Ltd. and Univest Bank and Trust Co. are licensed subsidiaries of Univest Corporation of Pennsylvania.

Securities and insurance products offered 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.