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It helps us better communicate with you
Help us help you understand your risk and investment potential. Your email is required as your score and evaluation will be emailed to this address. All information is strictly confidential and not shared even within our organization.
1. How many years until your retirement?
More than 20 years10 - 20 years5 - 10 years5 yearsAlready retired
2. How do you expect your income to change over the next five years?
My income will probably decreaseMy income will probably stay the sameMy income will probably increase
3. What are your investment assets?
Less than $250,000$250,000 – $500,000$500,000 – $1 millionOver $1 million
4. How do you define your knowledge of stocks and mutual funds?
Below AverageAverageAbove Average
5. How long before you will need income from your portfolio?
Less than five yearsLess than five yearsMore than Ten Years
6. Do you expect any large expenses in the next five years could force you to withdraw money from your investment portfolio?
7. How much would you need to withdraw from your investment porftolio in the next 5 years then?
NothingLess than 10%10%-20%20%-30%30%-50%More than 50%
8. Which best describes your opinion for America’s economy 3 – 5 years from now?
Very PessimisticSomewhat PessimisticNeutralSomewhat OptimisticVery Optimistic
9. If the market declined and the value of your investments suddenly fell 20%, what would you want to do?
10. Which best describes your current debt level?
11. How would you respond to this statement? “There are occasional years when the market generates a negative investment return for the year.”
I cannot accept any years with negative returnsI can accept occasional years with negative investment returns
12. Do you have other money outside this portfolio for emergencies?
13. How do you rate yourself on a scale of 1 – 10 with 1 being the most conservative and 10 being the most aggressive?
If there is any pertinent information to your situation we should know that has not been asked, please leave a description below.