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1. What is your current age? *This question is required.

Less than 45

45 to 55

56 to 65

66 to 75

Older than 75

2. How would you rate your financial knowledge? *This question is required.

Well above average

Slightly above average

Average

Slightly below average

Well below average

3. When you think of the word “risk” which of the following words comes to mind first? *This question is required.

Loss

Uncertainty

Opportunity

Thrill

4. Rank the following common risk measurements in order of 1-4, with 1 being your biggest concern *This question is required.Note: for the following table each column is restricted to a single answer across all rows.

1

2

3

4

Inflation

Rank Inflation as 1 out of 4

Rank Inflation as 2 out of 4

Rank Inflation as 3 out of 4

Rank Inflation as 4 out of 4

Macroeconomic / Global

Rank Macroeconomic / Global as 1 out of 4

Rank Macroeconomic / Global as 2 out of 4

Rank Macroeconomic / Global as 3 out of 4

Rank Macroeconomic / Global as 4 out of 4

Volatility

Rank Volatility as 1 out of 4

Rank Volatility as 2 out of 4

Rank Volatility as 3 out of 4

Rank Volatility as 4 out of 4

Interest rates

Rank Interest rates as 1 out of 4

Rank Interest rates as 2 out of 4

Rank Interest rates as 3 out of 4

Rank Interest rates as 4 out of 4

5. When making a major financial decision do you focus more on the possible losses or the possible gains? *This question is required.

Always the possible losses

Most likely the possible losses

I focus on losses and gains about equally

Most likely the possible gains

Always the possible gains

6. It is important to maintain a long term approach to investing. However, investments do fluctuate in the near term. Over a period of 1-2 years what type of loss will cause you to feel uncomfortable? *This question is required.

I am uncomfortable when any of my investments lose money

A loss of 10%

A loss of 20%

A loss of 33%

A loss of 50%

I always stand by my investment decisions

7. When dealing with investment losses, which action are you most likely to take? *This question is required.

Sell quickly after a small decline to minimize losses

Wait for a quarter or two, then sell if the market outlook is weak

Hold on for at least a year to assess the fundamentals

Hold with a long-term approach of 5 or more years

8. Risk and return are generally closely related to one another. Statistically, the more risk you take, the higher returns you will receive. Which of the following best describes your desired mixture in your portfolio? *This question is required.

High risk/return 0%, Medium risk/return 0%, Low risk/return 100%

High risk/return 0%, Medium risk/return 30%, Low risk/return 70%

High risk/return 10%, Medium risk/return 40%, Low risk/return 50%

High risk/return 30%, Medium risk/return 40%, Low risk/return 30%

High risk/return 50%, Medium risk/return 40%, Low risk/return 10%

High risk/return 70%, Medium risk/return 30%, Low risk/return 0%

High risk/return 100%, Medium risk/return 0%, Low risk/return 0%

9. Which portfolio would you choose to invest in for the next few years? *This question is required.

Max Loss -1% | Most Likely 3% | Max Gain 7%

Max Loss -7% | Most Likely 7% | Max Gain 13%

Max Loss -15% | Most Likely 11% | Max Gain 21%

Max Loss -25% | Most Likely 17% | Max Gain 30%

10. How would you like to position your portfolio for the next 10 years? *This question is required.

Prepare for the worst – I want to weather any downturns

Prepare for the best – I want to take advantage of growth

I am cautious but I don’t want to be left behind

I am aggressive but I don’t want to damage my portfolio

I prefer to be positioned evenly between best and worst case scenarios

11. When do you expect to start drawing income? *This question is required.

Not for at least 20 years

In 10 to 20 years

In 5 to 10 years

Not now, but within 5 years

Immediately

12. How would you classify your need for insurance? *This question is required.

It is very important that I am fully covered

I only wish to have basic coverage

It is not something I need at this point in my life

13. When working with an advisor you know and trust, how often do you check your investment accounts? *This question is required.

Only at the advisor meetings

About once a month

About once a week

A few times weekly

Daily

More than once a day

14. Which of the following graphs displays your preferred portfolio movement?