Thank you for allowing us the opportunity to assist you in selecting a diversified portfolio for your Duke Energy Retirement Savings Plan (RSP). We have created a simple two step process for you to follow. The first part requires you to select an investment objective that is suitable to your age and risk tolerance. The second part requires you to share with us some information and submit a request. With this information we will, free of charge, create a portfolio from the choices available in your Duke Energy RSP. Under no circumstances will your information be shared or released to anyone outside of Davis Williams Wealth Management.
If you are within five years of retirement and would like a complimentary consultation regarding appropriate planning techniques we invite you to contact us at 800-473-9797. You may also request a free informative guide entitled “Planning for a Successful Retirement” written by the firm’s two principals.
Complete the Fidelity Investor Profile questionnaire “Determining your investment mix” to examine your overall risk level and appropriate investment mix.
Once you have your profile, please return to this page.
I have taken the Fidelity Investor Profile Questionnaire and I answered all questions to the best of my ability. I am comfortable with the associated risk profile. I instruct Davis Williams Wealth Management to provide a portfolio allocation based on the selected investment objective. I understand this recommendation does NOT apply to the optional self-directed BrokergeLink and may not reflect a suitable recommendation based on any other investment accounts or other personal circumstances. There is no charge or fee for this Duke Energy RSP portfolio allocation service. This is voluntary and I am under no obligation to accept the recommendation. It is my responsibility to allocate the portfolio using the NetBenefits website at www.401k.com or by calling the Fidelity Retirements Benefits Line at 1-800-376-4015. I understand that there is a risk of loss when using these allocations and I should review my account regularly and make necessary adjustments based upon my investment objectives and risk profile. Further, I hold Davis Williams Wealth Management, their representatives, Securities America Inc., and Securities America Advisors, Inc. harmless against any loss I might incur by using this service. Davis Williams Wealth Management is not affiliated with Duke Energy and is not compensated or endorsed by Duke Energy for this service. This service is solely provided by Davis Williams Wealth Management for their clients and prospective clients.