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WealthBuilder Meeting Prep

To prepare for our meeting...

Please complete the following prior to our discussion.
Name(Required)

Investment Reason

Investment Target: I want my (investment amount) to grow to:
Retirement:

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?
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?
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.
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?

Name of Advisor
Please note the advisor you are currently working with MGFS.

Copyright 2021 – MGFS.

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice. Office address: 1801 S. Meyers Road, Suite 150, Oakbrook Terrace, IL 60181. Branch phone 630-812-2880.