Risk Tolerance Questionnaire
Thank you for taking the time to answer these questions. The following questions are about your Investment Objectives and Risk Tolerance in order to help GoodLife Retirement successfully determine the appropriate strategy for you moving forward based upon your stated goals and objectives.
Name
First Name
Last Name
Email
example@example.com
Phone Number
-
Area Code
Phone Number
Date
-
Month
-
Day
Year
Date
1. What is your investment attitude?
*
Very Conservative
Moderately Conservative
Moderate
Somewhat Aggressive
Aggressive
2. In how many years will you begin making withdrawls from your investment?
*
Please Select
Less than a year
1-2 years
3-5 years
6-9 years
10-15 years
15-25 years
More than 25 years
3. Once you begin to make withdraws, how many years will you be making withdraws?
*
Lump Sum1-2 years
3-5 years
6-9 years
10-15 years
15-25 years
More than 25 years
4. Protecting my portfolio is more important to me than higher returns. How closely do you agree with this staement?
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
5. Keeping your above answer in mind, which of the following statements makes the most sense to you?
Please Select
I am willing to bare the consequences of a loss to maximize my returns.
I am concerned about losses along with returns.
To completely avoid losses is something I am more interested in.
6. Which of the following statements best describes your investment objectives?
*
Please Select
I feel comfortable with stable investments
I am willing to withstand some fluctuations in my investment
I am seeking substantial investment returns
I am seeking potentially high investment returns
7. What do you expect to be your next major expenditure?
*
Please Select
Buying a house
Paying college tuition
Capitalizing a new business venture
Providing for my retirement
8. Over the next few years, you expect annual income to?
*
Please Select
Stay the same
Grow moderately
Grow substantially
Decrease moderately
Decrease substantially
9. Assuming you are to invest in stocks, which one would you choose?
*
Companies with significant technological advancements but selling their stocks at a low price
Established well-known companies that have a potentially high rate of growth
"Blue Chip" stocks that pay a dividend
Other (Please Specify by Selecting the Box Below)
Other
10. Select the investments you currently have.
*
Bonds and/or funds
Stocks and/or funds
Other (Please Specify by Selecting the Box Below)
Other
Submit
Should be Empty: