Ready to take the first step toward a tailored investment plan?

Our quick Risk Tolerance Questionnaire will help us understand your financial goals and comfort with market fluctuations. Your responses will guide us in crafting a strategy that’s right for you.

First up, let's start with your name

First Last

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Awesome, what's your email?

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And your phone number?

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What is your current age?

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Alright, let's dive into the numbers. What is your annual income?

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Estimated Net Worth

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Liquid/Investable Assets

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Tax Bracket

10%

15%

25%

28%+

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How much do you expect your portfolio to grow annually over the long-term?

0-2%

2-4%

4-6%

6-8%

8%+

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Which are you most concerned with when investing your money?

My investment losing value

Equally concerned with loss and gain

My investment gaining value

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Over a 12-month period, which risk/return tradeoff in retirement savings are you most comfortable with?

+2% / (-0%)

+9% / (-5%)

+20% / (-13%)

+31% / (-21%)

+37% / (-26%)

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What amount of loss in your retirement savings would start making you anxious?

-1%

-10%

-15%

-25%

-50%

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When do you plan to start withdrawing from your investments?

Immediately

Within 5 Years

In 5 to 10 years

In 10 to 20 years

Not for at least 20 years

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Assuming normal market conditions, what would you expect from your portfolio?

To generally keep pace with the stock market

To slightly trail the stock market, but make a good profit

To trail the stock market, but make a moderate profit

To have some stability, but make modest profits

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What action would you take if your portfolio lost value over a three year period?

Move to a more conservative portfolio to avoid losing more money

Continue to follow my long-term strategy

Develop a more aggressive strategy to recover my losses

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My current and future income sources (salary, pension, Social Security) are:

Very Unstable

Unstable

Somewhat Stable

Very Stable

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How would you describe your investment experience with stocks?

None

Limited

Good

Extensive

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How would you describe your investment experience with bonds?

None

Limited

Good

Extensive

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How would you describe your investment experience with mutual funds?

None

Limited

Good

Extensive

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How would you describe your investment experience with real estate?

None

Limited

Good

Extensive

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How would you describe your investment experience with options?

None

Limited

Good

Extensive

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How would you describe your investment experience with alternative investments?

None

Limited

Good

Extensive

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How would you describe your investment experience with variable contracts?

None

Limited

Good

Extensive

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How would you describe your investment experience with limited parternships?

None

Limited

Good

Extensive

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How would you describe your general investment experience?

None

Limited

Good

Extensive

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Any restrictions or other important information your advisor would need to be aware of?

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Phone

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