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No two investors are alike.Your financial goals, current financial situation, and investment experience all help determine the mix of assets that’s right for you. In particular, the number of years until retirement, your income and savings patterns, and your attitude towards risk are key elements in customizing your portfolio. Once you define these factors, you can start on the path to developing an effective retirement savings program. This Investor Profile Questionnaire is designed to help you outline your investment objectives and your investment personality. Remember that there is no such thing as a right or wrong answer.
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© 1998-2009 KJE Computer Solutions, LLC
Financial Calculators at http://www.dinkytown.net
(612) 331-2291 1730 New Brighton Blvd. PMB #111
Minneapolis, MN 55413
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