What is your year of birth?
My health is:
My Parents/Grandparents average lifespan is:
I feel confident I have saved enough for retirement:
My current retirement plan is:
How do you view the Stock Market?
I believe I need to be taking greater investment risk in order to meet my financial goals:
I am confident in my ability to make good financial decisions on my own:
I’d describe my current source of income as secure:
Where do you believe taxes are headed?
Where do you believe inflation is headed?
Which of those (between inflation and taxes) do you believe is the greater risk to your retirement?
If bought a 6 year bond today earning 3.3% and the next week interest rates were to rise by 1%, how much would you lose in value?
How does that make you feel about bonds?
Are we managing this money for you, or someone else?
Have you considered a long term care policy?
Are you aware of how much it costs per month for assisted living and or a nursing home?
When do you anticipate you’ll need to take income from this account to pay your living expenses?
What is the size of your retirement/IRA/pension?
You're required to take a minimum distribution this year. How does that make you feel?
They say overthinking can kill your happiness, overanalyzing your portfolio can:
How concerned are you when you hear news reports of severe market volatility?
Have you ever sold stocks or mutual funds as a result of new stories such as the 700+ point plunge in 2008?
Since 1900, how often does the DOW Jones average drop 20% or more within a year?
How often does the Stock Market go down 10% or more in a one year timeframe?
Given these facts and the headline news, how does this affect your risk profile and allocation to stocks listed above?
Client Signature and Date
Advisor Signature and Date
The current time and date is: