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Will You Be Able To Reach Your
Personal Financial Goals?

Take Our One-Minute Financial Planning Test

Select the answer that best describes your situation in each question below.
When you're finished, click Add Up My Points. Continue... I'll take the test later.

Your age Score:
21 to 25
4
26 to 35
6
36 to 45
10
46 to 55
8
Over 55
4
Your annual household income Score:
Under
$20,000
1
$20,000 -
$35,000
3
$35,001 -
$50,000
5
$50,001 -
$75,000
7
$75,001 -
$100,000
9
Over
$100,000
10
How much of your income do you save each month? Score:
None
0
Under
5%
2
5% to
9%
5
10% to
15%
8
Over
15%
10
Money in the bank (checking, savings, money market accounts,
and CDs)
Score:
None
0
Under
$2,500
1
$2,500 -
$5,000
3
$5,001 -
$10,000
5
Over
$10,000
8
How soon might you plan on making a major purchase such as a house, car, second home, etc.? Score:
Less Than
6 Mos.
-2
6 Mos. to
1 Year
0
1 to 3
Years
2
3 to 5
Years
4
More Than
5 Years
5
Do you have children to put through college? Score:
None
1
One
3
Two
5
Three
8
Four+
10
When will your children be attending private school or college? If no children, select "0" points Score:
Within A
Year
-5
1 to 3
Years
0
3 to 5
Years
4
5 to 10
Years
8
Over 10
Years
10
What percent of your retirement income do you feel you'll need to provide for yourself? Score:
Under
10%
-2
10% to
24%
2
25% to
49%
5
50% to
74%
8
75% to
100%
10
How do you feel about the following statement?
"I will not invest unless I am confident of getting every penny back."
Score:
Strongly
Agree
-5
Agree
-3
Not Sure
0
Disagree
3
Strongly
Disagree
5
Are you currently an investor? Add 2 points for each investment you've previously made (maximum 6 points) Score:
Mutual Funds
2
Stocks
2
Bonds
2

To Find Out What Your Score Means, Click HERE


This chart is for your information only. Your total score does not recommend a particular investment, nor does it guarantee that any investment will achieve its investment objective. Investments are not deposits and are not insured or guaranteed by the FDIC, or any other government agency. Investments involve investment risks including the possible loss of your principal amount. Always ask for a prospectus and read it carefully before you make any investment.

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