YOUR GOALS, FINANCIAL PROFILE, AND SUITABILITY OF MUNICIPAL BONDS

I am thinking of investing $ in municipal bonds to:
      Supplement current income
      Support another family member
      Save for my retirement
      Fund other major future outlay
      Pay tuitions
      Build up an estate for heirs
      Re-use the principal for another purpose in years
      Fill in the missing rung(s) of a "ladder" portfolio in the year(s)
      Draw down retained percentages
      Other:

TAXABLE INCOME: $   
APPROX. NET WORTH (EXCL. PRIMARY RESIDENCE) $
I PAY TAXES IN THE STATE OF

MY AGE:      MARITAL STATUS: Married Single
NUMBER OF CHILDREN LIVING AT HOME:

YOUR TIMING OF CASHFLOW AND RETURN OF PRINCIPAL

Please select the statement that best applies to you:
I want my interest right along for current income.
I don't need income now. I prefer receiving my investment return in a lump sum at the end.

_____________

Please select the statement that best applies to you (select only one):
I want all my principal back in years.
I want a laddered portfolio delivering return of principal regularly beginning in years and ending in years.
I have no particular timetable, and I am willing to extend maturity as long as necessary for the best return.

_____________

If another opportunity comes up, I may want to get out of my bonds before they mature.  (I understand that resale values will fluctuate with changing economic conditions and fluctuating interest rates in general.)

STRIKING A BALANCE OF RATING AND YIELD

Please select the statement that best applies to you:
         Safety is first and foremost.  I am willing to give up investment return for the security and peace of mind of a triple-A rating.
         I want the best return I can get with the safety attracting me to municipals in the first place.
         I want high yield commensurate with any additional risk involved.

SO WE CAN GET BACK TO YOU

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I own municipal bonds.  I am a former Lebenthal customer.