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Our Promise To You

We provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, children, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.
 

Client Risk Tolerance Questionnaire

Estimated time to complete 5-8 minutes.

Please complete all questions to the best of your ability and most importantly, honestly. There are no wrong answers! This questionnaire is designed to assist in the recommendation of an optimal portfolio based on your investment time horizon, risk tolerance, investment objectives and liquidity needs. Your responses provided in the questionnaire are instrumental in determining a recommended portfolio. (Please choose one response per question.)

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Be sure to click “SUBMIT” at the bottom when finished.

First Name:
Last Name:
Email:
The following best describes my overall investment objective.
select
What do you plan to do with the income generated by your investments?
select
I believe that my non-investment income stream (i.e. salary, rental income, Social Security, pension) for the foreseeable future as best described as:
select
Which one of the following statements best describes your feeling about investment risk? I prefer:
select
What best describes your response when your portfolio valued at $100,000 quickly declines 15% to $85,000?
select
The statements below represent three different ways in which your portfolio returns may fluctuate year to year. Which do you prefer?
select
How would you describe your outlook for the U.S. economy in the foreseeable future?
select
Which type of securities are you most comfortable investing in?
select
What is your current age?
select
When do you plan to start withdrawing funds from your investment portfolio outside of current income?
select
  This graph shows the potential range of gains or losses of a $100,000 investment in each of four hypothetical portfolios at the end of a 1-year period.

The number above each bar shows the best potential gain for that portfolio, while the number below each bar shows the worst potential loss. Given that this is the only information that you have on these four hypothetical portfolios.
Which of the above hypothetical portfolios would you choose to invest in?
select
Inflation (rising prices for goods and services) can have a significant effect on your investments by decreasing their potential purchasing power over time. Aggressive investments have historically outpaced inflation over the long run, but have had more instances of short-term losses than more conservative investments.
How do you feel about inflation and its impact on your investments?
select
Scenario: Suppose that a substantial portion of your investment portfolio is invested in stocks & the stock market were to experience a prolonged down market, losing 45 percent of its value over an 18 month period.
If the stock market were to experience a prolonged down market, what would you do (assuming your stocks behaved in a similar fashion)?
select
Scenario: Once again, assume you have a substantial portion of your investment portfolio in stocks. The stock market gradually declines at an average of 2 percent per month, eventually losing 22% of its value over a year.
If the stock market were to gradually decline at an average of 2 percent per month, eventually losing 22% of its value over a year, which of the following would you do?
select
Aggressive investments have historically provided higher returns while exhibiting greater short-term price fluctuations and potential for loss.
How do you feel about fluctuations in the value of your portfolio?
select
Other comments
By submitting this form, you agree that you have reviewed all of the questions and answers provided in the risk tolerance questionnaire. You also realize that the information requested in this worksheet as well as your answers to the questionnaire will assist your Total Wealth Planning advisory team with the characterization of risk tolerance and structuring of your investment portfolio.

 

INVESTMENT
MANAGEMENT

Our investment management process is focused on helping you maintain financial stability, preventing mistakes and accomplishing your investment objectives. We don’t just focus on market performance or predictions. We focus on what performance means and how it impacts your long-term goals. It starts with returns, but it is about making life decisions. Working together, you gain a degree of confidence when uncertain times come.

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RETIREMENT AND
TAX PLANNING

We help you determine how long to work and when to retire to continue your lifestyle. We analyze when and how to take money from your portfolio to replace your paycheck, with an eye on tax efficiency, spending, healthcare and social security maximization. We address the primary concern of having your money last for the rest of your life.




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PLANNING

Our comprehensive planning focuses on real life. It’s putting a date to your goals and steering your life based on analysis, giving you choices and alternatives. You gain the ability to see how reachable your goals are. It starts with getting to know you and the way you want things done to fulfill your needs. We take into consideration your family and all the secondary factors that go into a comprehensive financial plan.


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WE'VE BEEN LISTENING
FOR OVER 30 YEARS

Total Wealth Planning’s team of Certified Financial Planners® are here to listen to you and your questions. We never want you to feel rushed. The real benefit is having a road map to help ensure the key elements of your financial life are in order.


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2021 Annual Retirement Contribution Limit Changes
Wednesday, November 25, 2020


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