LET'S FIGURE OUT YOUR RISK TOLERANCE!

INVESTMENT ASSESSMENT FORM

ANSWER ALL QUESTIONS

Complete the following 10 questions so we may better understand your risk profile.

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, a SEC Registered Investment Advisor.

1. Age is an important factor in determining risk tolerance. What is your age category?*