Tools & Resources

Tools & Resources

RISK ASSESSMENT TOOL

Taking this test will clarify your tolerance for risk, and the information will
enable Financial Solutions to best serve your investment needs.

Are you more concerned about protecting your assets than about growth?

Do you prefer the ease of mutual funds to the uncertainty of trying to pick winning stocks?

Do you believe that professional advisors and mutual funds may achieve
higher growth than you can?

Are you more comfortable with investments that promise slow, long-term
appreciation and growth?

Do you brood over bad investment decisions you've made?

Do you feel comfortable with aggressive growth investments?

Do surprises disturb you?

Are you optimistic about your financial future?

Is your immediate concern for income rather than growth opportunities?

Are you a risk taker?

Do you make investment decisions comfortably and quickly?

Do you like predictability and routine in your daily life?

Do you usually pick the tried and true, the slow, safe but sure investments?

Do you need to focus your investment efforts on reserve funds and
insurance rather than growth?

Do you prefer predictable, steady returns on your investments,
even if the return is low?

PRESENT VALUE TOOL

Would you like to know how much money you would need now
to create a specific future retirement sum?
Try this Present Value Calculator.

FUTURE VALUE TOOL

Would you like to know how much your current nest egg will amount to in the future?
Try this Future Value Calculator.

OTHER VALUABLE CALCULATORS

Visit Bankrate.com's information rich website now.

Back to Financial Solutions home page