Question 1 of 7:

Which portfolio below, based on hypothetical annual return ranges, are you most comfortable with?





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In an effort to keep pace with inflation and maintain your standard of living in retirement, what level of risk are you willing to take?





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Question 3 of 7:

Over a five year period, you have an investment that has returned 10% per year. The next year, you lose 20% of the investment. Which action would you most likely take?





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Question 4 of 7:

On right are hypothetical best and worst case scenarios for a $100,000 investment after a one year time period. Which range best suits your investment style?

Worst Case
Best Case




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Question 5 of 7:

Once you start withdrawing money from your retirement account, how long do you want these withdrawals to last?





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Question 6 of 7:

What percentage of your income do you currently put aside into your 401k and other retirement assets? (Include employer match, if applicable.)





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Question 7 of 7:

How many years do you have until you plan to retire?





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