For each question, select the answer that most closely corresponds to your situation. Please note that this questionnaire is only intended to be a rough guide. For guidance with your specific financial situation, you can contact our advisory team to set a time to speak.
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Question 1
How many years until you plan on withdrawing regular income from your retirement account?
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Question 2
What is your current Retirement Savings-to-Income ratio?
(E.g. If you earn $50,000 annually and have $250,000 of retirement assets, then you have saved 5x your annual income.)
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Question 3
If the stock market were to suffer a decline of 20% over a 3 month period, what would you do with the investments in your retirement account?
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Question 4
How much short-term investment risk are you willing to take in order to achieve larger long-term investment returns?
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Question 5
While reviewing your retirement account statements, you discover that your account has had negative returns for several months in a row. What are you most likely to do with your account?
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Question 6
What is the approximate loss in any one year period that you would be willing to accept before deciding to change your investments?