This helps us come up with the best possible portfolio for you
What is the purpose of this investment?
Which federal tax bracket are you in?
About how much do you earn each year?
What is your approximate Net Worth?
How much do you have in bank deposits? (Liquid Net Worth)
How would you rate your Investment Experience?
How likely are you to need 25% of your retirement savings for a major expense in the next five years?
What percentage of your income is used to cover your essential expenses?
How would you rate your Risk Tolerance on a scale of 1-10 (1 being no risk, 10 being most risky)

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