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Overall Time Horizon: The expected period of time you plan to invest to achieve your financial goal(s): Under 1 year 1-2 years 3-5 years 6-10 years 11-20 years Over 20 years > Decision-Making:

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Page 1: Overall Time Horizon: The expected period of time you plan to invest to achieve your financial goal(s): Under 1 year 1-2 years 3-5 years 6-10 years 11-20 years Over 20 years > Decision-Making:
Page 2: Overall Time Horizon: The expected period of time you plan to invest to achieve your financial goal(s): Under 1 year 1-2 years 3-5 years 6-10 years 11-20 years Over 20 years > Decision-Making:
Page 3: Overall Time Horizon: The expected period of time you plan to invest to achieve your financial goal(s): Under 1 year 1-2 years 3-5 years 6-10 years 11-20 years Over 20 years > Decision-Making: