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Mel Stubbs –
Financial Planner

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Risk Profile

The following questions are designed to find your ability and willingness to take investment risk. There are no right or wrong answers. Answer these questions and your score will total at the end bottom.
The investment I'm now considering represents the following percentage of my total investment portfolio*
In how many years do I expect to start spending the money I'm investing?*
I do not foresee any major expenses that might cause me to make withdrawals from this investment before that time.*
When I start making withdrawals from this investment, they will be used to fund my living expenses.*
When it comes to investing, protecting the money I have is my highest priority.*
I always choose investments with the highest possible return*
I prefer an investment strategy designed to grow steadily and avoid sharp ups and downs.*
To meet my financial goals, my investments must grow at a high rate of return.*
I am unwilling to wait several years to recover from losses I incur in an extended down market.*
I prefer investments that are low-risk even if returns are lower than the rate of inflation.*
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The information provided is not intended as tax or legal advice. Figures shown are for illustrative purposes only furthermore, the information nor the illustrations provided may not be used to avoid any tax penalties. This content represents the general views of Christy Capital Management and should not be regarded as personalized investment advice Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice. Retirement Benefits Institute, Inc., and a portion of its contents merged with Christy Capital Management Inc. Brandon Christy, former President of Retirement Benefits Institute, is also the current President of Christy Capital Management, Inc, a registered investment adviser.
 

Advisory services offered through Christy Capital Management, Inc., a Registered Investment Advisor.

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