Rule of 100





Welcome to the Rule of 100 Strategy Assessment. This resource has been designed to help you determine your risk exposure and how susceptible you are to fluctuations in the stock market. For us to put forth the best possible methods and strategies in securing your retirement savings, we will need to collect a little information from you. Along the way, we will provide tools that will help educate you on risk exposure and paint a clear picture for your retirement. If you have any questions while completing the information, please do not hesitate to contact our office.





Your basic information



First name (full)

Preferred name

Last name

Personal email address

Email Address Type

Preferred phone number

Phone Number Type

Home zip code