Bulletproof
Wealth
Management
Free Access Registration
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If you selected Yes, Then in order to plan your review and provide you with all the appropriate information for your situation, please answer the following questions:
Do you currently have an advisor/financial planner?
No
Yes
If yes, are you satisfied with their performance?
No
Yes
Do you currently do all of your own investing?
No
Yes
If yes, are you satisfied with your performance?
No
Yes
Please rate your risk tolerance from 1-5 :
(1=not willing to take any risk with lowest potential return, 5= willing to
take the highest risk for the highest potential returns)
1 - Low Risk
2
3
4
5 - Highest Risk
Total liquid investments:
(cds, stocks, bonds, mutual funds, IRAs, 401Ks if you have left the company or retired,
but no real estate.)
<$25k
$25k-$100k
$100k-$350k
$350k-$500k
$500k-$1Mil
over $1Mil
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© 2005 Bruce A. Lefavi
