IPS Generator IPS Generator Use this questionnaire to generate an Investment Policy Statement (IPS) and an Investment Advisory Agreement (IAA). *Note – if you are your own RIA, you are responsible so supply your own unique IAA and privacy policy. ASSESS RISK TOLERANCE Take the Investor Questionnaire Section Buttons Date * Select Registered Investment Advisor (RIA) Firm * Select RIA FirmMcMill Wealth Inc.Wealth Management Nebraska LLCAura Wealth Advisors, L.L.CButler-Davis Financial Group LLCButton & Button Wealth ManagementCarlson Wealth, LLCCore Wealth Management, LLCERK Wealth Advisors, LLCGantt Financial Advisors, LLCGlobal Expat Advisors, LLCHahn Financial Group, Inc.HPA Financial Group LLCHurst Wealth Advisors, PCInsight Advisors NW, LLCJGC Wealth Management, LLCMichael Mellberg CPA LLCModern Asset Management, LLCParallel Equity Advisors LTDSafe Harbor Financial Planning & Investment Advisory, LLCSaunders Financial LLCSJHL Financial GroupTax Pro Advisor LLCUnify Wealth Management, LLC Select Wealth Management Nebraska LLC Investment Advisor Representative (IAR) * Select IAR…Andrew CastleBarb HarmonBarry HorowitzBert GonzalesBob AlmquistCharles TzinbergChris ShenkCorey BrenemanCorey CooneyDan RiceDavid ChappellDavid SmithEd HoynesFrank FioreGary BrenemanJames CurranJamie ClemansJared FaltysJason EgerJay MalikJeanna StephensJeb WilliamsonJess SkeltonJoe StumpJosh KegleyKayLynn DaleboutKristy HightKyle OverturfMarcy LuthMark ClarkMike SitzNate RaabePhil MaltzahnRegan ElseRyan AndersonRyan BourlierRyan BurgerSarah BerrySusan YangTaralynn RichtigTerry GallowayTim VaughnTom PohlenTony Fiore Select McMill Wealth Inc. Investment Advisor Representative (IAR) * Select IAR…Alex ElwoodAndrew SteffensmeierCarter FaltysClint WeederDan FuerhoffEthan BrozekJared FaltysKyle KoesterLarry HilkemannLynette PofahlLynn LaibleLynndsy BeckmannMcKenna BeckmanMelissa HolanNancy BrozekNate RaabeSherri PrimStan Christensen Select Aura Wealth Advisors, L.L.C Advisor * Select Advisor…Bert DoerhoffRyan Brandt Select Button & Button Wealth Management Advisor * Select Advisor…Donald E ButtonDonald N Button Select Butler-Davis Financial Group LLC Advisor * Select Advisor…J W Davis Select Carlson Wealth, LLC Advisor * Select Advisor…Mike Carlson Select Core Wealth Management, LLC Advisor * Select Advisor…Christian BrimDaRenda HansonJeremy DoornNathan Doorn Select ERK Wealth Advisors, LLC Advisor * Select Advisor…Erika Roach Select Gantt Financial Advisors, LLC Advisor * Select Advisor…Cleve Gantt Select Global Expat Advisors, LLC Advisor * Select Advisor…John Hamilton Select Hahn Financial Group, Inc. Advisor * Select Advisor…Verlyn HahnGrant Schuchert Select HPA Financial Group LLC Advisor * Select Advisor…Olivia Papa Select Hurst Wealth Advisors, PC Advisor * Select Advisor…Rob Hurst Select Insight Advisors NW, LLC Advisor * Select Advisor…Jody Duncan Select JGC Wealth Management, LLC Advisor * Select Advisor…Katie FallinMike Blanchard Select Michael Mellberg CPA LLC Advisor * Select Advisor…Michael Mellberg Select Modern Asset Management, LLC Advisor * Select Advisor…Jan SchmeitsJordan Mueller Select Parallel Equity Advisors LTD Advisor * Select Advisor…Ryan Smith Select Safe Harbor Financial Planning & Investment Advisory, LLC Advisor * Select Advisor…Brian Kennedy Select Saunders Financial LLC Advisor * Select Advisor…Jeff Saunders Select SJHL Financial Group Advisor * Select Advisor…Tim Kliewer Select Tax Pro Advisor LLC Advisor * Select Advisor…Peter Mitchell Select Unify Wealth Management, LLC Advisor * Select Advisor…Andy HairgroveDave FrySteph Kimak Investor(s)/Client(s) * Investor(s)/Client(s) First First Last Last Advisor Email Address (completed form will be sent here) * Optional Secondary Email Address (completed form will be sent here) INVESTMENT OBJECTIVES The investor’s objective for the investment of assets of the accounts, is… * Select growth objective…Aggressive Growth: 4-8% ReturnGrowth: 4-7% ReturnConservative Growth: 4-6% ReturnConservative: 2-5% Return Comments Comments Optional – Additional details regarding the investors goals Section Buttons LIQUIDITY AND INCOME NEEDS The investor’s income need from the investment portfolio is ____. * Select income needs…ImmediateNot Immediate Comments Comments Optional – Detail upcoming income needs from the portfolio Section Buttons TIME HORIZON For planning purposes, the investor’s time horizon for these investments is …? * Select time horizon…Less than 10 yearsMore than 10 years Comments Comments Optional – Detail any additional context needed regarding the investors time horizon Section Buttons ASSET ALLOCATION Stocks (%) * —999085807570605040300 *99% is the max due to a minimum of 1% cash needed Bonds (Fixed Income) (%) * —1007060504030252015101 Total allocations equal ____ % (must equal 100%) * Types of Portfolios * Select type of portfolio…Small Value Tilt (with REITs)Small Value Tilt (without REITs) Other assets considered in determining this allocation Notes Optional – detail if client has other assets outside of this portfolio Investment constraints/or preferences Notes Optional – example: Socially Responsible or do not sell stock “X” Section Buttons INVESTMENT ACCOUNTS NOT COVERED BY THIS IPS Account Title Number Account Title Number Account Title Number Account Title Number Name of group/employer if utilizing a custom rate: Section Buttons Submission is disabled until allocations above are adjusted to total 100% Section Buttons If you are human, leave this field blank. 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