A Registered Investment Advisor
The purpose of this form is to provide us with some additional qualitative data about how you view the subject of risk in your life. It is designed to elicit your thoughts and feelings about a variety of scenarios dealing with risk. This information is used primarily in the design and development of a suitable asset allocation for your investment portfolio.
You may fill out the form below or download a Word or PDF printable version.
Source: FinaMetrica Pty Limited
We are an independent firm providing comprehensive, fee-only financial planning and investment advisory services for individuals, families, and small business owners.
Focused Financial planning LLC339 Odyssey PlaceThe Villages, FL 32162