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Risk Tolerance Assessment

Retirement Goals:

Education Funding Goals:

1. What is the age(s) of your children?

2. What is the estimated education cost annually in today's $ for each child?

3. How many years education do you desire to fund for each child?

Other Financial Goals:

Time Horizon:

1. When do you plan to begin withdrawing money from your investment account?

2. How many years do you plan to be able to withdraw funds?

Risk Tolerance:

1. How would you describe your knowledge of investments?

2. When you invest your money you are most concerned about:

3. Identify the investment categories you currently own, or have owned in the past.

4. If you investment account lost 25% of its value within 3 months you would:

Which of the following Best and Worst case scenarios is most acceptable to you?