Suitability | affinitywealthresour

What is the purpose of this investment?

Save for Retirement

Accumulate Wealth

Save for Education

Save for Short-Term Goals

Generate Income

Preserve Wealth

Market Speculation

Other

Which federal tax bracket are you in?

15% or below

25%-27.5%

Over 27.5%

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?

Extensive

Good

Limited

How likely are you to need 25% of your retirement savings for a major expense in the next five years?

Not likely

Somewhat likely

Very Likely

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)

Affinity Wealth Resources