403(b) Proposal Questionnaire

In a matter of minutes, you can get all of the information we need to begin working on a proposal that will estimate your total expenses for your 403(b) with Chaim Investment Advisors.

Any optional fields are just that: optional in the case you’d like us to compare our expenses with your current provider. Otherwise we’ll simply create a proposal showing just our expenses.

We will get you a proposal in 1 to 3 business days. In the meantime, you can schedule a complimentary introductory meeting for a time and place of your convenience.