Retirement Quiz

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Full Name(Required)

First Name Last Name

Email address(Required)

Phone

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Are you single?(Required)

Yes

Do you have dependents?(Required)

Yes

When do you plan to retire?(Required)

Already retired

Less than 5 years

5-10 years

10+ years

20+ years

When it comes to investing, which of these statements resonates most with you(Required)

I would like my investment strategies designed to help preserve my assets.

I would like my investment strategies designed to help generate regular income I can spend.

I would like my investment strategies designed to help generate some current income and grow in value over time.

I would like my investment strategies designed to help achieve optimal appreciation over time with nominal income.

I would like my investment strategies designed to help achieve optimal capital appreciation. Income is not a focus.

In regard to fluctuations in the market, are you comfortable with investments going down in value from time to time if they have the potential for higher returns?(Required)

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

How much money have you set aside for your retirement?(Required)

$250,000 or less

$250,000 - $1,000,000

More than $1,000,000

Do you feel like your portfolio is diversified?(Required)

Yes

Not sure

Have you done anything to help protect your assets?(Required)

Yes

Not sure

What stage of your financial journey are you in?(Required)

Accumulation phase. I want to be aggressive in growth for retirement in the future.

Preservation and growth phase. I have some investments and I would like strategies designed to help protect and continue to grow without too much risk.

Distribution phase. In retirement and living off my portfolio.

Not sure.

Estimated current household income(Required)

Less than $50,000

$50,000 - $100,000

$100,000 - $250,000

Over $250,000

Do you own a business?(Required)

Yes

What kinds of activities do you see yourself doing after you retire?(Required)

Continue working

Take more vacations

Sell everything, buy an RV and travel the country

Focus on my hobbies

Spend my time volunteering

Spend more time with my family

Move to another location

Other

Select all that apply

How concerned are you about your future health or the health of someone in your family?(Required)

Not at all

Somewhat concerned

I am very concerned

What would you like to accomplish if you have additional resources beyond your needs?(Required)

I won’t have anything left; I am going to spend it all before I go

I would like to leave it to various charities

Leaving everything to my family, kids, and/or grand kids

I need help figuring this out

My portfolio has the following assets in place(Required)

401k

IRA

Stocks

Bonds

Mutual Funds

Would you like to be added to our mailing list to receive updated tips on finances and investing?(Required)

Yes

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