Get Started with your investment.

How to start investing? We will take you through some simple steps to determine your risk profile, chose your portfolio, open and fund your account.

Buckle up, here we go.

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My primary financial goal is…

I am saving for the following:

  • Major Purchase
  • Retirement Savings
  • Children’s & Grandchildren’s Education
  • Maximize Estate to My Heirs
  • Current Income

My priorities for these financial objectives are…

  • (1)


  • (3)

    Somewhat Important

  • (5)

    Not Important

Current Income:

Capital Growth:

I will need the money from this account within…

Once I start withdrawing money, I will do so over ….

How would you react if your long-term investments declined by 15% in one year?

Approximately what annual rate of return is needed to meet your financial goals?

The following shows hypothetical best and worst returns of 4 investment portfolios over a one-year period. Each illustrates the potential loss or gain an investor might experience in a year. Which portfolio would you be most comfortable holding knowing you could experience the maximum drawdown (negative return) illustrated as easily as the potential gain illustrated?

Please note, the following “Portfolios” are not intended as representations of investment options offered by EPG-LI. They are for illustration purposes only to assist you in identifying your investment risk tolerance.

Thanks for your feedback. Based on your replies we estimate your risk profile as

Less Risk
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More Risk
Lower Potential Returns
Average Potential Returns
Higher Potential Returns

Based on your risk profile let's now select your investment portfolio. You can either:

1) Select one of the preset "Portfolio Options" which apply Modern Portfolio Theory by Nobel Price Laureate Harry Markowitz.

2) Or Select the "Custom Portfolio" tab, enter any strategy weights you wish and calculate the performance of this custom allocation.

IB restricts the use of inverse or leveraged ETF like the ones employed in the Gold Currency Strategy in all retirement accounts (IRA, SEP, Roth, etc.). As a result, the Gold Currency Strategy is not available for retirement accounts. In addition Meta Models that allocate to the Gold Currency Strategy have been adapted for retirement accounts to approximate the risk/return profile of the published Meta Models without the use of the Gold Currency Strategy.

We will now proceed with opening a custodian account at Interactive Brokers. Please select your account size to determine the applicable fee structure to proceed:

Please read and accept the following documents to begin the account application process.

"For details on the applicable fee structure by account size please see Here"

Thanks for your input. Before proceeding to opening your account, please see below your complete profile.

About Estate Planners Group


Trusted relationships and partnerships are the basis for success.

The Estate Planners Group began in 2001 with the thought, “If pre-retirees and retirees are going to be successful in retirement they need an advocate and someone they can trust.” While no company is perfect, we believe it’s only in the context of trusted relationships that success can be achieved.

About Logical Invest

We develop intelligent, rule-based portfolio investment strategies.

Our strategies are thoroughly back tested. They all provide excellent yearly performance with mechanisms to reduce the risk of large losses during market crashes. All strategies are based on mathematical market rules and avoid any emotional component in the investment process.

Terms of Service and Disclaimers

The information contained in this website are of a general nature and is for informational purposes only and does not constitute financial, investment, tax or legal advice.

For further information please:

Consult EPG ADV Part 2 Form
Review EPG at SEC Broker Check
See our Terms of Service
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Copyright © 2016 The Estate Planners Group, LLC is a Registered Investment Adviser. is not a registered investment advisor and does not provide professional financial investment advice specific to your life situation. All Rights Reserved. The information contained in this website are of a general nature and is for informational purposes only and does not constitute financial, investment, tax or legal advice. These materials reflect the opinion of The Estate Planners Group and Logical Invest on the date of production and are subject to change at any time without notice due to various factors, including changing market conditions or tax laws. Where data is presented that is prepared by third parties, such information will be cited, and these sources have been deemed to be reliable. Any links to third party websites are offered only for use at your own discretion. Both The Estate Planners Group and Logical Invest are separate and unaffiliated from any third parties listed herein and are not responsible for their products, services, policies or the content of their website. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this website will be profitable, perform equally to any corresponding indicated historical performance level(s), or be suitable for your portfolio. Past performance is not an indicator of future results.
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