Investment Portfolio Preference "*" indicates required fields Step 1 of 3 33% Name* First Last Email* Phone*Advisor*Jeff HancockPatrick MurphyKevin RebeloAndrew GibsonStacey DustinBrock HiggsChas MurphyTricia NairnShelley MacIntyreUnknownSecura Office Location*KingstonBelleville Section 1: How important are the following features to your investment plans?Professional management*0 - not important1 - somewhat important2 - very importantDiversification*0 - not important1 - somewhat important2 - very importantSimplicity*0 - not important1 - somewhat important2 - very importantLiquidity*0 - not important1 - somewhat important2 - very importantFlexibility - partial withdrawals, specific income creation*0 - not important1 - somewhat important2 - very importantDeferring taxes as long as possible*0 - not important1 - somewhat important2 - very importantTax minimization strategies*0 - not important1 - somewhat important2 - very importantFlexibility to move assets with concerns regarding tax consequences*0 - not important1 - somewhat important2 - very importantReduced estate probate costs*0 - not important1 - somewhat important2 - very importantProtecting your investments' value at death or maturity*0 - not important1 - somewhat important2 - very importantPrivacy - avoid asset transfer becoming public records (probate)*0 - not important1 - somewhat important2 - very importantExpediency - assets transferred quickly to beneficiaries*0 - not important1 - somewhat important2 - very importantPotential creditor protection - minimizing exposure to personal and/or professional liability*0 - not important1 - somewhat important2 - very important Section 2: Rank the following portfolio characteristics in order of importance to you1 is most important to you, 6 is least important to you.Rank #1 - most important*(Select a different item for each)Professional Money ManagementAvoid Probate fees at deathLow investment costQuick and easy transfer of assets at deathSocially responsible investmentsCreditor protectionRank #2*(Select a different item for each)Professional Money ManagementAvoid Probate fees at deathLow investment costQuick and easy transfer of assets at deathSocially responsible investmentsCreditor protectionRank #3*(Select a different item for each)Professional Money ManagementAvoid Probate fees at deathLow investment costQuick and easy transfer of assets at deathSocially responsible investmentsCreditor protectionRank #4*(Select a different item for each)Professional Money ManagementAvoid Probate fees at deathLow investment costQuick and easy transfer of assets at deathSocially responsible investmentsCreditor protectionRank #5*(Select a different item for each)Professional Money ManagementAvoid Probate fees at deathLow investment costQuick and easy transfer of assets at deathSocially responsible investmentsCreditor protectionRank #6 - least important*(Select a different item for each)Professional Money ManagementAvoid Probate fees at deathLow investment costQuick and easy transfer of assets at deathSocially responsible investmentsCreditor protection
