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Questionnaire
GoPlan101
2022-02-22T13:59:09-05:00
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Step
1
of
5
20%
When will you retire?
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1-4 years
5-9 years
10-19 years
20-39 years
30+
Already Retired
How confident are you in your retirement plan?
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I don't have a plan
Very confident
Somewhat confident
Not confident
Do you currently have a financial advisor?
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Yes
No
Which of the following best describes your primary investment objective?
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Growth: Emphasis on continued capital appreciation.
Income: Emphasis on maintaining a desired lifestyle
Safety: Emphasis on using wealth for living expenses.
Which of the following are you interested in learning more about? Check all that apply.
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Tax saving strategies
Investments
Long-term care options
Medicare options
Social Security
Life insurance plans
Estate plans/ Wills/ Trusts
Education funding
Charitable planning
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