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Resource Center > Customized Solutions for You

***Disclaimer: Information you submit into this form is not collected for any purpose. This tool is designed simply to help you become more familiar with TTCU’s offerings and determine which types of accounts will best fulfill your specific needs.

Customized Solutions for You

1.) How many years of life experience do you have?

	0-17
	18-30
	31-45
	46-55
	56-70
	71+

2.) Are you a student in college?

	Yes
	No

3.) Do you own your home or rent?

	Own
	Rent

4.) What kind of cushion do you normally keep in your checking account?

	$300 or below
	Anywhere from $300 to $1000
	ALWAYS $1000 or more

5.) Do you have children under the age of 18 in your household?

	Yes
	No

6.) What is your net worth?

	$0 - $24,999
	$25,000 - $99,999
	$100,000 - $199,999
	$200,000+

7.) Is your household affected by seasonal income?

	Yes
	No

8.) What "shape" is your income in?

	My income doesn't have a figure....yet
	My income is a low-to-mid 5 figure.
	My income is a mid-to-high 5 figure.
	My income is 6 figures or above.

9.) How much cash do you have to start investing today?

	$0
	$1 - $499
	$500 - $999
	$1,000 - $2,499
	$2,500 - $9,999
	$10,000 - $24,999
	$25,000 +

10.) What level of liquidity would you like to maintain?

	I want to be able to access, use, or reallocate my money whenever the need arises without withdrawal penalties.
	I don't mind having it tied up for a year or two if I'm going to get a good rate.
	I want to choose a good investment and have my money work for me for 3 years in a row or more.
	I have enought to invest in some liquid accounts and some longer term accounts, and this is how I would like to manage my money.

11.) What's on your mind?

	New Car
	Vacation
	Marriage
	College
	Retirement Planning
	First House
	New House
	Home Improvements
	Toys! Toys! (Boats and RVs and Sea Doos, OH MY!)

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