Financial Planning Profile

The Financial Planning Profile document is intended to assist you in compiling the information necessary for a comprehensive financial plan. Please bring this information with you to the first meeting to ensure that we have an accurate picture of your financial situation.

Investment Centers of America, Inc. (ICA), member FINRA, SIPC and a Registered Investment Advisor, is not affiliated with First State Investment Services or First State Bank. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.

Investment Centers of America does not provide tax advice