COLOR OF MONEY RISK ANALYSIS

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money Risk Analysis score. This short, interactive analysis is one of the first steps on the road to retirement.

Please complete this entire analysis.

1. My primary financial goal is:

Not running out of money

Maximizing my income

Leaving a legacy

Growing my assets

2. When it comes to investments and financial decisions, I consider myself: *

Not very knowledgeable

Somewhat knowledgeable

Knowledgeable

An Expert

3. On the road to retirement, I am: *

Retired, I made it

Less than five years away

Five to 10 years away

More than 10 years away

4. My attitude toward risk is: *

A small loss would concern me

I am comfortable taking some risks, but I am conservative

I am growth oriented, and I understand my assets may go up or down

I am aggressive, and I want to grow my assets. If my assets lose value, I might buy more

6. During retirement, I will rely on income from my assets: *

Heavily

Moderately

Somewhat

Not at all

7. Some retirement income sources are stable (for example, Social Security or a pension) while some are less stable (for example, income from a rental property). I consider my income sources to be: *

I don’t have retirement income sources

Unstable

Somewhat stable

Very stable

8. Not including my primary residence, my net worth is: *

9. Historically, inflation averages 2-3 percent per year.1 Relative to inflation, I would like my investments to: *

Keep pace with inflation with minimal risk

Moderately outpace inflation with some risk

Significantly outpace inflation with moderate to high risk

Maximize performance with substantial risk

10. If I placed $250,000 in an asset for five years, I would be most comfortable with the following best and worst case scenario: *

Worst: $270,000 | Best: $300,000

Worst: $250,000 | Best: $330,000

Worst: $230,000 | Best: $375,000

Worst: $200,000 | Best: $450,000

11. If my asset lost 20 percent of its value, I would: *

Immediately sell

Change to a more conservative option

Stay the course

Add to it while its value is down

Before your risk number results, we need your information so we can send it to you.

First Name *

Last Name *

Email *

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