Bond / Equity Calculator

bond equity mixture Instructions:

Welcome to IFA's Bond/Equity Allocation Calculator. IFA needs five key pieces of information in order to create a preliminary determination of an appropriate mixture of bonds and equities for your financial situation. An IFA Investment Advisor Representative will reply to you with your results.

Step 1:

Drag each slider to the corresponding answer for each question.

Step 2:

Provide your contact information to IFA. IFA will not sell or distribute your information.

Step 3:

Submit the form or call us at 888-643-3133 for assistance using this calculator.


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