Investment risk is more complex than choosing whether you consider yourself conservative, moderate, or aggressive.
A sound strategy considers your circumstances, goals, time horizon, liquidity needs, experience, understanding of risk, emotional comfort with fluctuations, and likely behavior during uncertainty. This assessment helps Financial Legacy Builders understand how these factors interact.
I understand that this assessment is intended to help Financial Legacy Builders gather information about my financial circumstances, investment objectives, experience, liquidity needs, time horizon, and attitude toward investment risk.
I understand that the assessment result is not, by itself, an investment recommendation or guarantee of investment performance. My advisor may request additional information and may determine that a different investment approach is appropriate after reviewing my complete financial situation.
I certify that the information I provided is accurate and complete to the best of my knowledge.
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