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Investment Review

C. Rank these investment concerns in order of importance to you

— from one (most important) to eight (least important)

_____      Want safety, no loss of principal        _____      Want future appreciation as                                                  _____      Want ease of management

                                                                                                      inflation hedge      

_____      Want liquidity, able to cash out                                                                                                                _____      Want diversification to limit risk

                 quickly                                                       _____      Want tax breaks from investment

 

_____      Want current income                             _____      Life leverage—using other

                                                                                                      people’s money

   Single Adult

· Start savings program

· Invest in self via education or job training

· Start IRA if deductible

Married, No Children

· Use credit sparingly

· Make long-term investments

· Do tax planning to increase $ for investment

Married with                Children

· Probably need life and disability insurance

· Begin college funds for children

· Make a will

Married, Children Grown

· Increase investments as current expenses decline

· Review your life insurance needs

Retired

· Move toward liquidity, safety and current income in investments

· Do estate planning

· Enjoy the fruits of all your financial planning

Investment Review of _________________________________ Date______________

A. Check the stage of life you’re currently in—

D. List Current Investments (Attach additional sheets if necessary)

 

 

Current Top Tax Bracket____________________________                   Current Inflation Rate__________________________

Review your current investment program to see whether changes must be made to achieve your financial goals.

 

An important factor in picking the right investments for you is the stage of life you’re in right now. While it’s true that the sooner you get started, the easier it will be to achieve your goals, it’s also true that it’s better late than never.

 

In Section A above, check the stage of life you’re in, and note the investments and financial planning generally found suitable for that period.

In Section B, list your short and long-term financial goals with an estimate of what they’ll cost.

 

In Section C, determine your risk-comfort level and other attitudes toward investing by ranking the investment attributes given.

 

Finally in Section D, list your current investments and the requested data for them.

 

Bring this form—in any stage of completion to our office for a review of your investment program as it relates to your financial objectives.

Take control of your financial life—one step at a time.