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Investment/Retirement Reviews
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Sharefax Financial Services Email Reply Card
Sharefax Credit Union is working hand-in-hand with L.M. Kohn & Co. to provide financial planning and investment services to our membership. If you are interested in receiving your free financial check up complete the following form. A representatives will contact you to set up an appointment.

Yes! I would like to review the following with a Sharefax Financial Service Representative: (Please check all of those areas that apply)

 

Are you a Ford Employee?
Review my Ford Buy-Out Package Options 

401K TESPHE Retirement Plan Review

Invite me to a Ford Buyout Seminar

Other (Specify):

 

 

General Retirement Reviews/Questions
General review of my retirement assets/planning
Investments 

Insurance 
College Funding
Invite me to your next Seminar
Other (Specify): 

 

 

Name

Home Phone

Cell Phone

email

 

 

Securities offered through L.M. Kohn & Company, Member FINRA/SIPC, 9810 Montgomery Road Cincinnati, OH 45242, (513) 792-0301, registered Broker/Dealer. Investments through L.M. Kohn are not guaranteed by Sharefax or any affiliated entity. Annuities & Securities are NOT federally insured by the NCUA. Investments will fluctuate in value & involve investment risks, including the possible loss of principal. 
 

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