Color of Money Risk Analysis

1

My primary financial goal is:* This field is required.

Preserving my assets

Leaving a legacy

Maximizing my income

Growing my assets

2

When it comes to investments and financial decisions, I consider myself:* This field is required.

Not very knowledgeable

Somewhat knowledgeable

Knowledgeable

An expert

3

On the road to retirement, I am:* This field is required.

Retired, I made it

Less than five years away

Five to ten years away

More than ten years away

4

My attitude toward investing is:* This field is required.

A small loss would concern me

I understand investing has some risks, but I am conservative

I am growth oriented, and I understand my investments may go up or down

I am aggressive, and I want to grow my assets. If my investments lose value, I might invest more

5

Including all sources, my current household income is:* This field is required.

Under, $50,000

$50,000-$99,999

$100,000-$249,999

$250,000-$499,999

$500,000 or more

6

During retirement, I will rely on investment income:* This field is required.

Heavily

Moderately

Somewhat

Not at all

7

Social Security, a pension and some other forms of retirement cash flow are fairly stable income sources. I consider my retirement income sources to be:* This field is required.

I don't have retirement income sources

Unstable

Somewhat stable

Very stable

8

Not including my primary residence, my net worth is:* This field is required.

Under, $250,000

$250,000-$499,999

$500,000-$999,999

$1,000,000-$1,999,999

$2,000,000 or more

9

Historically, inflations averages 2-3 percent per year. Relative to inflation, I would like my investments to:* This field is required.

Keep pace with inflation with minimal risk

Moderately outpace inflation with some long-term risk

Significantly outpace inflation with moderate long-term risk

Maximize performance with substantial long-term risk

10

If I invested $250,000 for five years, I would be most comfortable with the following best and worse case scenario:* This field is required.

Worst: $270,000 / Best: $300,000

Worst: $250,000 / Best: $330,000

Worst: $230,000 / Best: $375,000

Worst: $200,000 / Best: $450,000

11

If my investment lost 20 percent of its value, I would:* This field is required.

Immediately sell the investment

Change to a more conservative investment option

Stay the course

Add to the investment while its value is down

12

13

Please Enter Your Name* This field is required.

First Name

Last Name

14

Please Enter Spouses Name (if applicable)

First Name

Last Name

15

Signature* This field is required.

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16

Spouse Signature (if applicable)

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17

Email

example@example.com

18

Calculation