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672 Ridge Hill Drive, Suite A1New Braunfels, TX 78130

Phone: (830) 609-6986Fax: (830) 620-1203www.ciswealth.com

ConfidentialPersonal & Financial

Profile

Just as you would interview us for a long-term relationship, we will evaluate the information you provide to determine how our services fit your needs and objectives. For our existing client's benefit, we will accept only a limited number of new clients so that we can continue to provide the highest level of service possible for everyone. Therefore we will require a completed confidential profile prior to an in-office appointment.

03082007

Securities offered through Girard Securities, Inc.Member FINRA,SIPC

Investment Advisory Services offered through Christian Investment Advisors,

a registered investment advisor not affiliated with Girard Securites, Inc.

FAMILY INFORMATION:

Nick Name AgeYour Legal Name Birthdate Social Security #

Spouse's Legal Name Nick Name BirthdateAge Social Security #

Residence Address StateCity Zip Code

StateMailing Address (If different than above) City Zip Code

E-mail AddressCell #Home Phone #

Website OtherPrintReferred By:

1.)

3.)

2.)

4.)

OCCUPATION:

Your Job Title Work Phone # Retirement Date# of YearsEmployer (last, if retired)

Spouse's Job Title Work Phone # Retirement Date# of YearsEmployer (last, if retired)

Your Employment Address

Spouse's Employment Address

Page 1

Your Drivers License Number * Expiration Date Spouse's Drivers License Number* Expiration Date

Children/Beneficiary's Information : **Please attach a separate sheet for additional children or beneficiaries

Legal Name Birth Date Social Security #

Legal Name Birth Date Social Security #

Legal Name Birth Date Social Security #

Legal Name Birth Date Social Security #

Dependent ? Yes No

Dependent ? Yes No

Dependent ? Yes No

Dependent ? Yes No

Are you a U.S. citizen? Yes No Is your spouse a U.S. citizen? Yes No

This comprehensive, personal planning summary is designed to help you take inventory and assign realistic values to your personal assets and liabilities. It is the essential first step in organizing a sensible plan for your future.

Confidential Personal Profile For CIS Wealth Management Group

StateCity Zip Code

StateCity

5.)

Legal Name Birth Date Social Security #Dependent ? Yes No

6.)

Legal Name Birth Date Social Security #Dependent ? Yes No

Relation:

Relation:

Relation:

Relation:

Relation:

Relation:

Spouse's Cell #

*Please provide a photocopy *Please provide a photocopy

Spouse's Email

How did you hear about CIS?

Anniversary Date

Please check your preferred contact method

Zip Code

Page 2

(Please list an investment only one time)Investments & Assets

Value Of Traditional IRAs:

Value Of Roth IRAs:Value Of 401ks w/Current Employer:

Value Of 403bs:Value Of SEP & SIMPLE IRAs:

Value Of Pension Plans:

Value Of Vacation Homes:

Value Of Personal Home:

Value Of Businesses Owned:

Total Estimated Family Investments & Assets:

You: Spouse:

Total:

You: Spouse:

Total:

Value Of Fixed Annuities:

Value Of Mutual Funds:Value Of Stocks: (not in Brokerage)

Value Of Bonds:Value Of CDs:

Value Of REITs:

Value Of Money Markets:

Value Of Limited Partnerships:

Value Of 529/Education IRAs:Value Of Hedge Funds:

Joint:

QUALIFIED RETIREMENT PLAN INVESTMENTS & ASSETS (IRA, 401(k), 403(b))

NON-RETIREMENT INVESTMENTS & ASSETS (Not in any type of IRA or account listed above)

Value Of Other Retirement Plans:

Value Of Land/Investment Real Estate:Value Of Rental Properties:

Value Of Collectibles, Gold, Coins, etc:

Value Of Other Assets:__________________

Value Of Brokerage Accounts:

Value Of Variable Annuities:

Trust/Other:

Value Of Fixed Index Annuities:

Value Of Managed Futures:

Value Of Savings:

Value Of Energy (Oil & Gas):

Value Of Other Investments:

OTHER INVESTMENTS & ASSETS

Value Of Other Business Investments:

Owned by:

Value Of 401ks w/Former Employer(s):

Total:

Value Of Life Ins. Cash Value:

Value Of Automobiles:

(Please list equity only, i.e. after loans are paid off)

Total Automobile Debt:

Total Credit Card Debt:

Personal Loans:

Total Mortgage Debt:

Business Loans:Other:

SHORT TERM & LONG TERM

Family Liabilities

Estimated Total Liabilities:

Estimated Total Assets:(From previous page)

Estimated Total Net Worth:

INCOME

Earned Income

Investment Income

Social Security

Total

EXPENSES

Monthly Annually

Your Income Your Spouse's Income

Monthly Annually

Please give approximate total monthly expenses

[Fixed] Taxes, mortgage, property insurance, property taxes, utilities, phone and cable, car payments, auto insurance, life & health insurance premiums...

[Variable] Food, tithe/giving, transportation, gas, entertainment, clothing, medical expenses (doctor, dentist, prescriptions), auto and home maintenance, miscellaneous items...

Family Income & Expenses Statement

Page 3

Estimated Fixed:

Estimated Variable:

Estimated Total:

Pension Income

(Please list all income sources)

Examples:

Other: ____________

GENERAL:

UncertainAre you anticipating any major lifestyle changes?

(i.e., marriage, divorce, retirement, moving, etc.)

Yes No

If so, what changes are you expecting?UncertainNoYesAre you comfortable with your current cash flow?

Do you anticipate any significant changes in your cash flow?

Do you anticipate any major expenditures in the near future?

UncertainYes No

UncertainYes NoIf so, what expenditures are you expecting?

RETIREMENT PLANNING:

At what age would you like to be able to retire?What minimum income do you need (in today's dollars)?

NoYesAre you covered by any company retirement plans?Type of company pension plan?

PROTECTION:

ESTATE PLANNING:

NoYesDo you have updated/adequate wills?Have you established any trusts? Yes No

UncertainNoAre you the beneficiary of any trusts? YesUncertainNoYesWill you be receiving a significant inheritance?

UncertainYes NoUncertainHave you provided adequate estate liquidity for your heirs? NoYes

Page 4

UncertainUncertain

Are you or a member of your immediate family employed by a bank, insurance company, investment advisor or broker/dealer? Yes No

If Yes. Name: Name of Firm:

Have you or a member of your immediate family been a corporate officer, director or owner of 10% or more of any public corporation within the past three months? Yes No

If Yes. Name: Corporation:

Miscellaneous

UncertainDo you have any potential health problems?

Do you have Disability Insurance?

Do you have Long Term Care Insurance?

Yes No

Yes UncertainNoUncertainYes No

Uncertain

Do you have an emergency fund (money set aside in savings)?

NoYes

UncertainNoYes

Yes No

Uncertain

Do you have life insurance?

Are you currently retired? NoYes

Do you have Health Insurance?

Concerns & Objectives

Uncertain

If yes, estimate amount.Have you taken estate taxes into consideration?

If not, at what age do you expect to retire?

Besides term, which carries no cash value, what is the total cash surrender value of all your permanent policies?

When were your life insurance policies issued?

Type of insurance? Check all that apply: Term Whole Universal Variable Universal

Total death benefit amount of all policies?

Life Insurance:

You: Spouse:

You: Spouse:

Page 5

Name:_________________________________________ Date:______________

Date:Signature:

Please list any industry, sector, social or company specific restrictions that you would like to restrict on your accounts. CIS will work diligently to help you to fulfill this request whenever possible:

Common Restrictions Examples:

Aerospace & DefenseBeverages - BrewersBeverages - Wineries & DistilleriesElectronic Gaming & MultimediaGamblingResorts & Casinos

List Others: (Industry or Stock Name/Ticker)

Date:Signature:

BiotechnologyDrug Manufacturers - MajorDrug Manufacturers - Specialty & GenericPharmaceutical RetailersTobaccoInternet Content & Information

A complete list of industries is available upon request.

Page 6

Personal and Moral Investment Restrictions

Low Risk High RiskTolerance Tolerance

Rate your overall risk tolerance levelon a scale of 1 to 10 6 7 8 101 2 3 94 5

Investment Experience Which types of investments have you owned and how many years experience investing?

Stocks

Bonds

Mutual Funds

Annuities

Margin

Options

Partnerships

Other Please explain

(Number of years)

(Number of years)

(Number of years)

(Number of years)

(Number of years)

(Number of years)

(Number of years)

Investment Experience

Page 7

Expected overall rate of return annually net of exp enses___________%

ADVISORS: Do you have a preferenceor a commitmentto this advisor?

Current Financial Advisor's Name Firm Name City/State

Attorney's Name Firm Name City/State

Accountant's Name Firm Name City/State

Firm NameInsurance Agent's Name City/State

Yes No

Yes No

Yes No

Yes No

City/State

Yes No

Present Family Advisors

Banker's Name Primary Bank Name

Document Checklist; Items to Bring to Your Initial Appointment

From Your RecordsBank Checking, Savings, CDs, & IRA Statements

Broker or Mutual Fund Latest monthly or quarterly statements

Annuities Latest monthly or quarterly statements and copy of policy/contract

Insurance Latest premium notice or annual statement, life insurance policy description in-force illustration for cash value-life insurance, long term care policy description, Employer Pay stubs, pension plan description, statement of 401(k) and/or other benefits

Personal files Monthly budgets, 2 years of tax returns, trust documents and other estate planning documents

Neither Girard Securities, Inc. nor Christian Investment Advisors nor its representatives offer tax or legal advice. Please consult your tax or legal professional before taking any action.

Risk Tolerance