1.What are your current financial priorities?

Capital Preservation

Asset Growth

Legacy Building

Estate Planning

Other (please specify)

2.What age group do you fall into?

18-24

25-34

35-44

45-54

55-64

65+

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 +

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 +

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

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%

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

8.Do you have an existing life insurance policy?

Yes

No

9.Do you currently have a will in place?

Yes

No

10.How Did you hear about us?

Social Media

Website

Billboard

Client or Networking Event

Other (please specify)

11.Would you prefer meeting over Zoom or in our physical office?

Zoom

Office - 7911 Broad River Rd, Irmo SC 29063

12.What day do you typically have the most availability? 

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Completely open schedule most days

13.Please Enter your email and our relations and scheduling team will reach out.