Test Form - Total Wealth Planning

The following best describes my overall investment objective.

What do you plan to do with the income generated by your investments?

I believe that my non-investment income stream (i.e. salary, rental income, Social Security, pension) for the foreseeable future as best described as:

Which one of the following statements best describes your feeling about investment risk? I prefer:

What best describes your response when your portfolio valued at $100,000 quickly declines 15% to $85,000?

The statements below represent three different ways in which your portfolio returns may fluctuate year to year. Which do you prefer?

How would you describe your outlook for the U.S. economy in the foreseeable future?

Which type of securities are you most comfortable investing in?

What is your current age?

When do you plan to start withdrawing funds from your investment portfolio outside of current income?

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Interested in winning by not losing?

We Are Proudly Associated With:

CONTACT INFO

OUR LOCATIONS