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PFwise.com - Risk Assessment Calculator

1. My age is between

2. # of years to retire is

3. Over the next 5-10 years, my family/personal income will

4. # of people rely on me for their financial welfare in my family (incl. spouse)

5. Our annual savings are

6. My net worth (assets minus debts) is

7. Amount saved in non-retirement accounts is

8. I (we) have life insurance that

9. I (we) have disability insurance that

10. I have health insurance that provides

11. My family and friends are

12. When I buy stock investments, I

13. The majority of my financial goals are

14. What will you do if your core investment has a 20% loss?

15. Which investment portfolio will you choose?

Click for your risk score

Click here for your risk assessment
High Risk Tolerance: You probably have the money and the inclination to take lots of risks. Here are our recommended asset allocation and investment portfolio sample.
Above Average Risk Tolerance:You have an above-average tolerance for risk and probably enough time and income to cover some investment losses. Here are our recommended asset allocation and investment portfolio sample.
Average Risk Tolerance:You have an average tolerance for risk but don't like to gamble. Here are our recommended asset allocation and investment portfolio sample.
Below Average Tolerance:You have below-average tolerance for risk, either because of your age or your income and family circumstances. Here are our recommended asset allocation and investment portfolio sample.
Poor Risk Tolerance:You have virtually no tolerance for risk. Here are our recommended asset allocation and investment portfolio sample.
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PFwise.com does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that any material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
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