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Retirement Questionnaire

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Tell Us About Yourself 

Answering a few questions will help us create a plan to help you meet your unique retirement goals. After you complete the questionnaire below we will review your answers, create and email a personalized retirement report and schedule a Zoom call to answer questions and discuss next steps to put your plan into action.

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How do you feel about investing and risk?

How much time you have until you want to retire is a key driver for how much risk should be in your portfolio.

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Knowing your comfort with risk can help personalize your portfolio. The more confidence you have in your strategy, the less anxiety you'll have during the inevitable ups-and-downs that come with investing in the stock market. Moving in and out of investments because of market volatility is one of the most common ways investors lose money.

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Note: the questionnaire below asks for your estimated Social Security retirement benefit. You can click the Social Security Administration (SSA) logo here for a link to their website to get your estimated benefit.

Retirement Questionnaire

Which best describes you as an investor?
If your account lost 30% of its value in a few months, you would?

Thanks for submitting! We'll get to work on your custom retirement plan and email you to set up a call to review your plan and discuss next steps.

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