J. Hans Stumm, CFP™
Stumm Financial Services
617-795-2905
10 Langley Road
Suite 301
Newton Center, MA 02459-1972

hans@hstumm.com

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Free Financial Risk Analysis

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First Name

Last Name

Phone

Age

What is your primary financial goal?

What is the time frame for you to achieve your financial goals?

Which of the following best describes your financial goals?

Preserving principal and earning a moderate amount of current income
Generating a high amount of current income
Generating some current income and growing assets over an extended time frame
Growing assets substantially over an extended time frame

How do you expect your standard of living five years from now to compare to your standard of living today?

Less than it is today
The same as it is today
Somewhat higher than it is today
Substantially greater than it is today

Five years from today, you expect your portfolio value to be:

Portfolio value is not my primary concern; I am more concerned with current income
The same as or slightly more than it is today
Greater than it is today
Substantially greater than it is today

Generating current income from your portfolio is:

A primary concern (only if you are about to retire)
Not important

With the income generated from your portfolio, you plan to:

Use it for living expenses
Use some and reinvest some
Reinvest all income

You have just received a windfall of $50,000. How would you invest it?

I would invest in something that offered moderate current income and was very conservative
I would invest in something that offered high current income with a moderate amount of risk
I would invest in something that offered high total return (current income plus capital appreciation) with a moderately high amount of risk
I would invest in something that offered substantial capital appreciation even though it has a high amount of risk

Which of the following elements would best describe your reaction if the value of your portfolio were to suddenly decline by 15%?

I would be very concerned because I cannot accept fluctuations in the value of my portfolio
If the amount of income I receive was unaffected, it would not bother me
Although I invest for long-term growth, I would be concerned about even a temporary decline
Because I invest for long-term growth, I would accept temporary fluctuations due to market influences

Which of the following investments would you feel most comfortable owning?

Certificates of deposit
U.S. Government securities
Blue-chip stocks
Stocks of new growth companies

Which of the following investments would you least like to own?

Stocks of new growth companies
Blue-chip stocks
U.S. Government securities
Certificates of deposit

Which of the following investments do you feel are the most ideal for your portfolio?

Certificates of deposit
U.S. Government securities
Blue-chip stocks
Stocks of new growth companies

How optimistic are you about the long-term prospects for the economy?

Very pessimistic
Unsure
Somewhat optimistic
Very optimistic

Which of the following best describes your attitude about investments outside the U.S.?

Unsure
I believe the U.S. economy and foreign markets are interdependent
I believe overseas markets provide attractive investment opportunities

Comments

J. Hans Stumm
CLU, ChFC, CFP™
617-795-2905
hans@hstumm.com

Mr. Stumm is a Registered Representative with and offers securities and financial planning through LPL Financial, Member FINRA/SIPC, A Registered Investment Advisor. 10 Langley Road, Suite 301, Newton Center, MA 02459-1972. (617) 795-2905.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP™, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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