Benefits One Annual Review Questionnaire
Hello again! We appreciate working with you! Please help us keep your information as current as possible by completing the questions below.
Name
*
First Name
Middle Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
*
example@example.com
Phone Number
*
-
Area Code
Phone Number
Risk Tolerance Questionnaire
Let's keep the right investments in your portfolio!
1. I plan to begin taking money from my investments in...
*
A. 1 year or less
B. 1-2 years
C. 3-5 years
D. 6-10 years
E. 11-15 years
F. More than 15 years
1. Points
2. As I withdraw money from these investments, I plan to spend it over a period of...
*
A. 2 years or less
B. 3-5 years
C. 6-10 years
D. 11-15 years
E. More than 15 years
2. Points
3. When making a long-term investment, I plan to keep money invested for...
*
A. 1-2 years
B. 3-4 years
C. 5-6 years
D. 7-8 years
E. More than 8 years
3. Points
4. From September 2008 through November 2008, stocks lost more that 31% of their value. If I owned a stock investment that lost about 31% of its value, I would...
*
A. Sell all of the remaining investment
B. Sell some of the remaining investment
C. Hold on to the investment and sell nothing
D. Buy more of the investment
4. Points
5. Generally, I prefer an investment with little or no ups or downs in value, and I am willing to accept the lower returns these investments make.
*
A. I strongly disagree
B. I disagree
C. I somewhat agree
D. I agree
E. I strongly agree
5. Points
6. When the market goes down, I tend to sell some of my riskier investments and put the money in safer investments.
*
A. I strongly disagree
B. I disagree
C. I somewhat agree
D. I agree
E. I strongly agree
6. Points
7. Based on a brief conversation with a friend, coworker or relative, I would invest in a mutual fund.
*
A. I strongly disagree
B. I disagree
C. I somewhat agree
D. I agree
E. I strongly agree
7. Points
8. From September 2008 through October 2008, bonds lost nearly 4% of their value. If I owned a bond investment that lost almost 4% of its value in two months, I would...
*
A. Sell all of the remaining investment
B. Sell some of the remaining investment
C. Hold on to the investment and sell nothing
D. Buy more of the investment
8. Points
9. If we assume a hypothetical investment of $10,000, which scenario would you invest in based on highest one-year gain or one-year loss?
*
A. $593 gain or loss of -$164
B. $1,921 gain or loss of -$1,020
C. $4,229 gain or loss of -$3,639
9. Points
10. My current and future income sources (such as salary, Social Security, pension) are...
*
A. Very unstable
B. Unstable
C. Somewhat stable
D. Stable
E. Very stable
10. Points
11. When it comes to investing in stock or bond mutual funds (or individual stocks or bonds), I would consider myself as...
*
A. Very inexperienced
B. Somewhat inexperienced
C. Somewhat experienced
D. Experienced
E. Very experienced
11. Points
Your Total Score
Additional Info
Retirement and Financial Planning Questionnaire
Tell us more about your future goals and objectives!
Would you like us to update your current financial plan and/or retirement plan analysis?
*
Absolutely!
Maybe Later
All good thanks!
Other
At what age would you like to be in a position to not have to work?
*
55
60
62
65
Other
How much monthly income would you like to receive in today's dollars?
*
$2,500
$5,000
$7,500
$10,000
Other
What is your current approximate household income?
*
$50,000
$75,000
$100,000
$150,000
$200,000
Other
Is your life insurance coverage current and sufficient?
*
Yes! I have recently reviewed
Not sure, but a review sounds like a good idea
All good thanks!
Are there any other accounts you would like to review or learn more about?
*
401(k) From Previous Job
Current or Old Life Insurance Policy
Disability Insurance
529 Education Planning
Long Term Care Planning
Health Insurance or Other Group Benefits
All good thanks!
Other
Upload Current Statements Here
Browse Files
Cancel
of
How would you like us to review this year?
*
In Person Preferred
Virtual Meeting
Phone Call
Other
Have more questions? We're here to help! Please let us know if you need anything else.
One Last Thing Before You Go..
Hey Facebook friends. We LIKE you! Please take a second to LIKE us on Facebook for a free giftcard. Don't forget to share the post that brought you here!
*
I'm in!
Already a fan
I don't have Facebook
Maybe later
Where would you like your giftcard from?
Starbucks
Daily Grind
Panera
Submit
Should be Empty: