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| How many more years do you expect to work before entering retirement? |
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| What is the most amount of money you have ever had in an investment account? |
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| If you started with $100,000 in an investment account and the account value began to fall, at what level would you panic? |
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| What percentage gain do you consider to be a "good" return on your investments on an annual basis? |
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| Which of the following animals do you believe your personality most closely matches? |
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| If you were to pass away today, how much money would you need to leave your survivors to take care of your liabilities and give them a comfortable life? |
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| How much experience do you have investing in stocks, bonds, or mutual funds? |
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| What is your opinion of Financial Advisors? |
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| On a scale of 1 to 10, with 1 being not confident at all and 10 being extremely confident, how confident are you that your current investment strategy will meet your needs? |
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| To receive your FREE customized report "What Type of Investor Are You?" please enter your email address. Your address will never be sold and you will not receive SPAM or junkmail from our company. | | |
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