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Unsure Which Account Type is Right for You?

Investment Planning Account

Phone: 262-754-5299
Email: info@EntasisAM.com

*Recommended minimum account size of $250,000

GenerationTech Account

Begin By Clicking the Link Below

http://GenerationTechportfolios.com

*Minimum account size $5,000.

Investment Planning or GenerationTech?

Unsure Which Account Type is Right for You? Take the brief survey below and we will get back to you with more information.

How often do you use social media?DailyOccasionallyNever

How do you manage your personal finances?Everything is organized on mint.com (or similar)I pay most of my bills onlineI still write checks for most things

Which statement describes your investing knowledge?I prefer not to think about my investmentsI enjoy reading about the stock marketI do my own investment research

What is your next big life change?I might switch jobsMy kids are starting schoolI am thinking about retirement

How do you think about investment advice?I am pretty independentI would like to have some helpI need someone I can talk to regularly

What phrase best describes how you shop?I love a good dealI will pay more for certain thingsPremium is always better

Describe how you use technology.My mobile device is an extension of my handI use my phone for text, email and callsI use my computer for email

Describe your experience with investment advisors.I have never used an advisorI rely on the resources on Schwab.com (or similar)I speak with my advisor regularly

How do you like to check on your investments?I hate to think about themI look at my quarterly statementsI check on them daily

Which statement would best describe your reaction to a 10% drop in the stock market?I focus on my long-term goalsI would consult a friend I trustI would call my advisor

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