Re: Important Notice regarding Investment Advice
To assist you with 401(k) plan investing, we have enlisted the expertise of our consultant, Deschutes Investment Consulting LLC, to assist you in planning for retirement.
Before you utilize these services, please read the following notice.
You acknowledge and understand that this client profile questionnaire is a general guide for allocating 401(k) plan investments. In addition, you acknowledge that in making recommendations, Deschutes is a Registered Investment Advisor (RIA) and is acting independently of the plan. The plan or its representatives do not specifically approve/disapprove of the suggestions made by the RIA. The Plan is intended to operate under the guidelines and protections of ERISA Section 404(C). (For a full description of 404(c), please refer to your summary plan description (SPD)).
This financial analysis compares your investments and savings strategy with your financial priorities and concerns. It provides a broad, general guideline that may help shape your financial thinking about investment objectives and risk tolerance. The reports and graphs depend on the quality and accuracy of the data you supply.
Calculations illustrating investment performance are estimates only. Past performance is not a guarantee of future results. This analysis is for estimating purposes only and must be reviewed periodically. Your accountant and attorney should be consulted regarding legal and tax implications. A current prospectus should be read carefully when considering any investment securities.
No liability is assumed resulting from the use of this information contained in this analysis. You ultimately assume responsibility for your financial decisions, and it is important to revise your plans periodically in light of your experiences and changing goals.