Discovery Survey

Personal information (You)

* Required Fields

*Name (first, last):

Date of birth:

Address (street):

Address (city):

State:

Zip:

Personal information (Spouse/partner)

Name (first, last)

Date of birth:

Address (street):

Address (city):

State:

Zip:

Home phone:

*Cell phone:

Email address:

Occupation:

Employer:

Business address (street):

Business address (city, state, zip):

Retirement strategies

Accumulation strategies

Income protection strategies

Wealth preservation strategies¹

Other strategies

Anticipated changes

Annual household income

Types of assets or insurance

Assets and liabilities

How much of a financial risk-taker are you?

Conservative asset allocation strategies are most appropriate for investors seeking low volatility and a steady average rate of return. The rate of return may be equal to, or exceed, the targeted rate of return on a fixed-income portfolio by investing a small portion in stocks.
Conservative-Plus asset allocation strategies are most appropriate for investors seeking potential returns above the average targeted return from a fixed-income portfolio, accompanied with some volatility experienced from investing a portion in stocks.
Moderate asset allocation strategies are most appropriate for investors seeking above-average returns with increased volatility experienced from investing in a balanced portfolio of both fixed-income investments and stocks.
Moderate-Plus asset allocation strategies are most appropriate for investors seeking high potential returns with the expectation of significant volatility in any given year resulting from a portfolio with more stocks than fixed-income investments.
Aggressive asset allocation strategies are most appropriate for investors seeking the greatest potential return with extreme volatility in any given year from a portfolio invested mostly in stocks.

What is the best investment you ever made?

What is the worst investment you ever made?

What is the most important thing in your life right now?

In the next 5 years, what has to happen for you to have financial success?