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.
How many years until you plan on withdrawing regular income from your retirement account?
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.)
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?
How much short-term investment risk are you willing to take in order to achieve larger long-term investment returns?
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?
What is the approximate loss in any one year period that you would be willing to accept before deciding to change your investments?