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Client Center Home
Forms
Are You Prepared
Life Transitions
Present Financial Life
Retirement Planning Readiness Quiz
Retirement Planning Survey
Retirement Vision
Transitions Survey
WealthBuilder Meeting Prep
Return to mgfs.net
WealthBuilder Meeting Prep
To prepare for our meeting...
Please complete the following prior to our discussion.
Name
(Required)
First
Last
Email
(Required)
Age
Investable Assets
Investment Reason
Investment Target:
I want my (investment amount) to grow to:
Target Amount
Target Percent
Goal Year
Monthly Contribution
Retirement:
Desired Retirement Age:
Current Monthly Income:
Retirement Income (%):
Retirement Income ($):
Other Retirement Income
Other Source of Retirement Income
Monthly Contributions:
Risk Profile
The Risk Profile section is based on the investment amount. For purposes of this exercise, assume you are making an investment of $100,000.
Investment Return Range:
During any 12 month period, returns on portfolios with exposure to the stock market can vary dramatically. Given this variability and your initial investment of $100,000, please select the typical range of potential gains and losses with which you are most comfortable.
*The returns displayed above reflect the high and low typical ranges of the rolling 12 month averages from December 31, 1990 through December 31, 2017 for six hypothetical portfolios of global stocks and bonds. These returns do not reflect the performance of actual investment accounts and are presented for illustrative purposes only. Past performance is not a guarantee of future results.
Over a 12-month period, which range of potential values are you most comfortable with on a $100,000 investment?
(+) $115,700 / (-) $96,300
(+) $117,800 / (-) $95,100
(+) $121,400 / (-) $88,400
(+) $124,400 / (-) $85,100
(+) $126,300 / (-) $82,800
(+) $130,4000 / (-) $79,500
Maximum Decline on $100,000 investment:
How much could your investments decline, with no relief in sight, before you sold all or most of your investments?
- $15,000
- $25,000
- $35,000
- $45,000
- $50,000
- $55,000
Stock Market Forecast:
Even if you have very little confidence in your forecast, pick your best guess as to the most likely return of the stock market over the next 12 months.
Less than -10%
Between -10% and 10%
Between 10% and 20%
More than 20%
No expectations
Planned Withdrawal:
If you expect to withdraw a significant portion (at least 1/3) of your portfolio for any purpose other than retirement (such as for a child’s education or a new home), when is this withdrawal likely to happen?
Immediately
Within 5 years
5–15 years from now
15+ years from now
Never
Name of Advisor
Please note the advisor you are currently working with MGFS.
Barry
Tom
Adam
Other
