Risk Tolerance Worksheet

Please fill out the form below to the full extent of your abilities. The more information we obtain from you, the more we will be able to help going forward!

Full Name

Preferred Contact Method

arrow&v

1. When you think of the word “risk” which of the following words come to mind first? 

2. Compared to people you know, how is your ability to handle financial stress? 

3. What’s your investment experience? Have you ever sold an investment because of a stock market decline?  
 

4. What is the likelihood you will be needing a large amount of cash soon? 

5.  Are you easily influenced by the noise on T.V. (CNBC talking heads)?

Short-Term Risk Tolerance:

Medium-term Risk Tolerance:

Long-term Risk Tolerance:

Do you feel that you are more likely to have a positive or negative financial surprise in the future? 

HOME

ABOUT US

SERVICES

TODD MANN FINANCIAL SERVICES INC. 
1840 5th St. Springfield, OR 97477  |  (O) 541-747-0502  |  tmann@bbgrahamco.com

Securities and Investment Advisory Services offered through B. B. Graham & Co. Member FINRA/SIPC

Insurance services available though Todd Mann Financial Services Inc. 

TMFS & B. B. Graham & Co. are separate and otherwise unrelated companies. 

 

Check the background of this financial professional on FINRA's BrokerCheck

Todd Mann Financial Services has implemented security measures designed to protect the personal information you share with us, including physical, electronic and procedural measures.