Household Assessment Question Title * 1. What are your current financial priorities? Capital Preservation Asset Growth Legacy Building Estate Planning Other (please specify) Question Title * 2. What age group do you fall into? 18-24 25-34 35-44 45-54 55-64 65+ Question Title * 3. What is your household net worth? Less Than $250,000 $250,000-$500,000 $500,000-$1 Million $1 Million - $5 Million $5 Million - $10 Million $10 Million + Question Title * 4. What is your household annual income? Between $15,000 and $29,999 Between $30,000 and $49,999 Between $50,000 and $74,999 Betweem $75,000 and $99,999 $100,000 + Question Title * 5. Over the next several years, I expect my annual income (salary, rental properties, pensions, social security, etc.) to: Stay the same Grow Moderately Grow Substantially Decrease Moderately Decrease Substantially Question Title * 6. Which of the five sample portfolios best represents your goals and the most acceptable range of outcomes over a 1 year period? The figures presented are hypothetical and do not represent actual returns of an investment portfolio. No guarantee is made regarding future performance. Portfolio A: Average Return +4% - Best Return +18% - Worst Return -8% Portfolio B: Average Return +5% - Best Return +28% - Worst Return -21% Portfolio C: Average Return +7% - Best return +39% - Worst Return -30% Portfolio D: Average Return +8% - Best Return +53% - Worst Return -39% Portfolio E: Average Return +10% - Best Return +67% - Worst Return -47% Question Title * 7. If your investments were to decline in value significantly over a 3 month period, how might you react? I would consider this decline as an opportunity to add to my investments Because I invest for long-term growth, I can accept temporary fluctuations Although I invest for long-term growth, a short-term decline would concern me I would be very concerned because I can't accept my accounts losing value Question Title * 8. Do you have an existing life insurance policy? Yes No Question Title * 9. Do you currently have a will in place? Yes No Question Title * 10. How Did you hear about us? Social Media Website Billboard Client or Networking Event Other (please specify) Question Title * 11. Would you prefer meeting over Zoom or in our physical office? Zoom Office - 7911 Broad River Rd, Irmo SC 29063 Question Title * 12. What day do you typically have the most availability? Monday Tuesday Wednesday Thursday Friday Saturday Completely open schedule most days Question Title * 13. Please Enter your email and our relations and scheduling team will reach out. Done