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What is your current age range? *Silent Generation – 1928-1945Baby Boomers – 1946-1964Generation X – 1965-1980Millennials – 1981-1996Generation Z – 1997-2012Generation

When do you plan to retire? *0 years (Already retired & living the good life)1-5 years (Starting to plan my upcoming retirement party!)6-10 years (Still looking for that light at the end of the tunnel)11-20 years (Workin’ 9 to 5, What a way to make a livin’)20+ years (It’s never too early to start planning, am I right?)Retirement

How would you rate your knowledge of investment strategies and financial markets? *I don’t know anything at all.I’m actively learning about my options now.I know just enough to be dangerous.I have some knowledge about the financial market and I am actively working to diversify investments within my financial portfolio.I understand the markets and investing quite well. Now let’s talk advanced strategies!Investment Knowledge

Would you consider yourself a high-net worth individual ($1Million-$5Million)? *YesNoIncome Level

What are your primary financial goals for the next 5-10 years? *Starting or growing a businessSaving for retirementBuilding wealthPreparing my legacyTraveling the worldFinancial Goals

What are your overall objectives for investments? *Creating current & future incomePreserving capitalStaying ahead of inflationIncreasing returnsBuilding wealth for heirsInvestment Objectives

Which investment types are you most interested in? *Stocks/BondsMutual Funds/ETFsReal EstateAlternative investments (e.g., private equity, hedge funds)Risk Mitigation Products (e.g. insurance & protection products)Investment Preferences

What percentage of your income do you currently contribute to retirement savings? *I don’t even have a plan.Less than 5%5-10%More than 10%I’m not currently contributing.Retirement Savings

Are you a business owner or entrepreneur? *I am not a business owner.I plan to open or purchase a business in the near future.I am a business owner looking to retire or sell in the near future.I am a business owner.I consider myself an entrepreneur.Business Ownership

How actively do you engage in tax planning strategies to minimize tax liabilities? *I hate taxes so I don’t pay them.I’m a Do It Yourself-er and I file my own tax returns each year.I work with a tax professional to file my tax returns each year.I work with a CPA to file my tax returns and a financial advisor to manage my financial portfolio and investments, but they do not interact with one another.I work with a team of financial experts, advisors, and CPAs that collaborate on advanced tax mitigation options to proactively reduce my tax bill each year.Tax Planning

Have you developed an estate plan to ensure the orderly transfer of your assets to your heirs through a will or trust? *I don’t like to think about death, so I don’t want to plan for it.I know I need to create a plan, but I have just been too busy.I created an estate plan many years ago but I have never updated my plan, even though my life situation/assets/beneficiaries may have changed and look different now.I am currently working with an attorney to get this done.I am an overachiever who is never without an up-to-date plan!Estate Planning

Do you work with a financial advisor to manage your financial portfolio? *No, I don’t trust anyone, so I keep my money under my mattress.I have retirement funds managed by employer programs, but I do not work with an advisor for future planning.I work with a financial institution to manage & balance my financial portfolio, but I don’t know if I can successfully retire when I’m ready.I would like to work with a financial advisor and fiduciary that does full financial planning to ensure that all my bases are covered.I already work with a financial advisor that I trust and I feel confident about my future retirement plans.Professional Advisor

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Educational Economic Update – Nov 2017

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