What kind of investor are you?
Take this guided quiz and start building an investment plan for the future.
It takes the right discipline to be a successful investor. Patience, risk tolerance, and clearly defined financial goals are all important attributes of a successful investor. Sometimes, it’s clear what that plan should look like while, other times, it’s more challenging to find that path forward. Here’s an insightful self-evaluation quiz to help you determine your level of financial literacy and identify your best course of action to achieve your financial goals.
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How frequently do you follow current trends that influence the stock markets, real estate, and other factors in the economy?
D. I never watch the news
C. Never
B. Sometimes
A. Often
Are you currently an investor?
C. I have no investment plan, and I need help creating one
B. I have plans to make investments, but I don’t know how to get started
A. Yes, I’ve invested in stocks, bonds, mutual funds, real estate, and other assets
B. I rent my home
A. I own my home
Do you currently own or rent your home?
C. I rent my home, but I’d like to become a homeowner
What kind of investment timeline are you forecasting? How soon do you need to recoup your investments?
C. 15 years or more
B. 5-10 years
A. 5 years or less
C. I need more information about my options first
B. I’ve considered it, but I didn’t follow through
A. I’m already invested in a plan
Have you considered investing in a life insurance policy to protect your family’s financial well-being?
Would the assistance of a financial advisor help you feel more comfortable investing today?
C. I don’t know enough about what a financial advisor actually does
B. I’m interested, but I’d like to know more about how an advisor can help
A. I would love to speak with a financial advisor
A: Get ready to invest!
Based on the results of your selections, you’re ready to speak with a financial advisor to get your investment plans underway. Click below to start the process!
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B: Let’s put you in touch with an expert!
Based on the results of your selections, you’d benefit from a financial advisor’s consultative advice to start building your financial path to freedom. Click below to get started!
C: Learn more about your investment opportunities!
Based on the results of your selections, you’d benefit from an introductory call with a financial advisor. Click below to book a convenient time for that discussion.
Based on the results of your selections, you’d benefit from an open discussion with a financial advisor to learn about how they can help you build a financial plan. Click below to learn more!
D: Learn more about what a financial advisor can do for you!
