<section><h2>Risk and Return Profile Questionnaire</h2><p><p><span style="font-size:18px;">Understanding your appetite for risk is the first step in setting an investment strategy. </span></p><p><span style="font-size:18px;">Understanding how you view and respond to market conditions will help us evaluate whether your accounts match your risk tolerance and will also guide us in any recommendations we make.</span></p></p></section><section><h2><h1><span style="font-size:36px;">Your results point to a high tolerance for risk - Aggressive Growth</span></h1></h2><p><p>Awesome - you've taken a big, courageous step toward financial freedom by taking this quiz.<br /><br />Based on your responses, we think your portfolio should be designed for aggressive growth. This doesn't mean you should be swinging for the fences but rather focused on growing your investments using all the tools at your disposal. <br /></p></p></section><section><h3><h1><span style="font-size:1.5em;">Your results point to a low tolerance for risk - Income with Capital Preservation</span></h1></h3><p><p>Nice one - you've taken a big step toward financial freedom by taking this quiz.<br /><br />Based on your responses, we believe a portfolio designed for very low fluctuations in value would be appropriate. This means you probably shouldn't have too much exposure to stocks and maybe focused more on safer investments like bonds, balanced with cash or cash equivalents. <br /></p></p></section><section><h3><h1><span style="font-size:1.5em;">Your results point to a moderate risk tolerance - Income with Moderate Growth</span></h1></h3><p><p>Excellent work - you've taken a big step toward financial freedom by taking this quiz.<br /><br />We've crunched the numbers, and based on your responses we believe your portfolio should be designed with Income as the primary objective balanced with Moderate Growth. This can be accomplished by having a balance of fixed income (bonds) investments and equity (stocks.) </p><p>The idea behind an Income with Moderate Growth portfolio is to build a portfolio that leans more toward income generating investments like bonds and perhaps preferred stocks as well as investments in large and mid cap stocks.<br /></p></p></section><section><h3><h2><strong>Your results point to a moderate to moderately higher risk tolerance - Growth with Income profile</strong></h2></h3><p><p>Excellent job - you've taken a big step toward achieving your goals by taking this quiz!</p><p>We've crunched the numbers, and based on your responses we believe your portfolio should be designed with Growth as the primary objective balanced with generating Income from dividends and interest. This can be accomplished by having a balance of investments in equities (stocks) and income generating securities such as bonds, dividend paying or preferred stocks. </p><p>The idea behind a Growth with Income portfolio is to lean more towards stocks over bonds and perhaps focusing more on stocks that pay cash back to their shareholders.</p><p> </p></p></section><section><h3><h2><strong>Your results point to a moderately higher level of tolerance for risk - Growth profile</strong></h2></h3><p><p>Excellent work - you've taken a big step toward financial freedom by taking this quiz.<br /><br />We've crunched the numbers, and based on your responses we believe your portfolio should be designed with Growth as the primary objective of your account. </p><p>A typical Growth portfolio will primarily be invested in equities (stocks) of varying size. For example, large cap stocks would include companies like Walmart or Coca Cola as opposed to a small cap stocks like Wing Stop or Planet Fitness. </p><p>The idea behind a Growth portfolio is to perhaps lean more to stocks although its quite common to include less volatile holdings like bonds to help control volatility in your portfolio.</p></p></section><section><h2><h1 data-editable="questions-1-title" data-disable-toolbar="true" data-disable-return="true" data-plaintext="true" data-placeholder="Question 1" spellcheck="false" data-medium-editor-element="true" role="textbox" aria-multiline="true" data-medium-editor-editor-index="2" medium-editor-index="e6bf9c54-e4fe-274f-bed9-62f2f5e8b089" data-focus-visible-added="" data-medium-focused="true">Which of the statements below best describes your purpose for this investment account?</h1></h2></section><section><h3><h2></h2><h1 data-editable="questions-4-title" data-disable-toolbar="true" data-disable-return="true" data-plaintext="true" data-placeholder="Question 4" spellcheck="false" data-medium-editor-element="true" role="textbox" aria-multiline="true" data-medium-editor-editor-index="9" medium-editor-index="7b989324-96cb-b09a-2808-751d7b68f625" data-focus-visible-added="" data-medium-focused="true">When will you begin withdrawing money from this specific investment account?</h1></h3></section><section><h3><h2></h2><h1 data-editable="questions-6-title" data-disable-toolbar="true" data-disable-return="true" data-plaintext="true" data-placeholder="Question 6" spellcheck="false" data-medium-editor-element="true" role="textbox" aria-multiline="true" data-medium-editor-editor-index="11" medium-editor-index="247f8683-ae90-52af-3694-d74babdab6f8" data-focus-visible-added="" data-medium-focused="true">Over the next several years, you expect your annual income (salary, rental properties, pensions, social security, etc.) to:</h1></h3></section><section><h3><h2><strong>Which of the five sample portfolios best represents your goals for this investment account and the most acceptable range of outcomes over a 1-year period?</strong></h2></h3></section><section><h3><h1><strong>If your investments were to decline in value significantly over a 3-month period, how might you react?</strong></h1></h3></section><section><h3><h2><strong>In recent years, how have your personal investments changed?</strong></h2></h3></section>