I love a good question!

I love questions. Questions allow you to learn about people. You can find out about someone’s background, their likes and dislikes, and what they plan for their future. Questions can be fun, questionnaires on the other hand, not so much fun. We have an Investment Questionnaire that is only 13 questions long but feels like so much more. Many clients have commented that it really seems like 3 questions asked in several different ways. We use this questionnaire for two reasons; first it is required by the regulators in our business, second it allows me to assess a clients’ feelings about risk of investments over different periods of time. It allows me to put together a sound investment mix geared toward their tolerances to risk over their investing lifetime. If you are interested is taking our Investment Questionnaire, please email me at nancy@financialgroup.com.


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