BUILDING YOUR FINANCIAL FOUNDATION

Investor Scorecard quiz

Whether building a new house or an investment portfolio, you first need to establish a solid foundation. Gaining an in-depth understanding of your financial goals is key to this process.

This questionnaire is designed to determine your investment objective, which serves as the foundation of your portfolio and guides us in making investment recommendations. Your investment objective is based on many factors, including your financial goals, tolerance for risk and time horizon. To build your portfolio, you must clearly define your financial goals. Short-term goals may include buying a house or financing a dream vacation. Long-term goals may include saving for your child’s education or planning for your retirement.

Your time horizon defines when you want to achieve a goal. It could be 1-5 years, 5-10 years, 15 years, 30 years or more. Risk is an unavoidable part of investing. Historically, investments with higher returns have required a higher tolerance for risk. Therefore, by clearly defining your risk tolerance, we will be better prepared to choose the most appropriate investments for your portfolio. Over time, your goals and financial situation may change. It’s important for us to discuss any changes, as your original investment objective may need to be re-evaluated.

DETERMINING YOUR INVESTMENT OBJECTIVE

This self-scoring questionnaire will help us determine your investment objective.

Legacy Investor Scorecard Quiz

What is your age?

What is your primary financial goal?

What is the time frame for you to achieve your financial goals?

Which of the following best describes your financial goals?

How do you expect your standard of living five years from now to compare to your standard of living today?

Five years from today, you expect your portfolio value to be:

Generating current income from your portfolio is:

With the income generated from your portfolio, you plan to:

You have just received a windfall of $50,000. How would you invest it?

Which of the following statements would best describe your reaction if the value of your portfolio were to suddenly decline by 15%?

Which of the following investments would you feel most comfortable owning?

Which of the following investments would you least like to own?

Which of the following investments do you feel are the most ideal for your portfolio?

How optimistic are you about the long-term prospects for the economy?

Which of the following best describes your attitude about investments outside the U.S.?

You have finished the quiz. Please fill in your contact info and hit submit to get your score.

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