Proposal Request Proposal Request Complete & Submit Form Below Advisor Name(required) Advisor Phone/Email(required) Client(s) Name(required) Account Type Please Select Qualified Non-Qualified Account Value(required) Model Please Select (Stock / Equity) Conservative Income (15/85) Income (35/65) Balanced Income (45/55) Balanced (60/40) Balanced Growth (70/30) Growth (85/15) Aggressive Growth (95/5) Custom Distribution Details (amount, day, date, etc.) Special Requests Submit Have additional questions? Feel free to contact Portfolio Partners at (612) 436-3774 or email@myportfoliopartners.com.
