Step 1
Tell Us About Yourself

Got Questions?

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Kyle Medley, CPFA

Director of Corporate Retirement
Medley_kyle@hotmail.com

(813) 273-9416

Step 2
Determine Your Risk Tolerance

I am interested in investments that have historically demonstrated a lower degree of risk. I am willing to accept lower performance.

I am interested in investments that have historically demonstrated a moderate degree of risk. I am willing to accept average performance.

I am interested in investments that have historically demonstrated a higher degree of risk. I am willing to take risk to achieve higher performance.

Step 3
Acknowledge Receipt of Disclosures

We are required to provide you with the disclosures listed below. Please download and read the disclosures and click the "Yes" option below to acknowledge receipt. Full disclosures and a copy of the Investment Advisory Agreement will be emailed to you once enrollment is completed.

Step 4
Accept the Investment Advisory Agreement

In order to proceed, you must agree to the terms of the Investment Advisory Agreement.