Instructions:
Welcome to IFA's Bond/Equity Allocation Calculator. IFA needs five key pieces of
information in order to create a preliminary determination of an appropriate mixture
of bonds and equities for your financial situation. An IFA Investment Advisor Representative
will reply to you with your results.
Step 1:
Drag each slider to the corresponding answer for each question.
Step 2:
Provide your contact information to IFA. IFA will not sell or distribute your information.
Step 3:
Submit the form or call us at 888-643-3133 for assistance using this calculator.