Risk Questionnaire Risk Questionnaire The risk questionnaire is designed to help us better understand what level of investing you are most comfortable with. Please select the appropriate answer by clicking the image you feel suits your needs. Thank you! What best describes your current stage in life? What is your time horizon for this money? When you think of risk in a financial context, what word comes to mind? What is your goal for this investment? Each year the value of your portfolio will fluctuate as markets change.Which set of hypothetical returns would you be most comfortable with? How would you feel if your portfolio went down 10%? To obtain above average returns on an investment I am willing to accept above average risk: How optimistic are you about the long term prospects on the US economy? Which of the following would you prefer to invest your money with? In general how would your best friend describe you as a risk taker? Given the hypothetical gain and loss scenarios below, which would you choose? Which of the following investment choices would you find most appealing? What are your specific objectives or needs for the account(s)?(i.e. Retirement, College Planning, Elderly Care, etc.) The following risk score has been calculated based on your responses from our questionnaire. Please select submit below to securely transmit this information to your financial advisor for review. Thank you!