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Discover the Right Investment Strategy for you.
First Name
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Last Name
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Email
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I plan to begin withdrawing money from my investments in:
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Currently taking withdrawals or within 2 years
2 - 5 years
5 - 10 years
10+ years
I would describe my knowledge of investments as:
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None
Limited
Good
Extensive
How much investment experience do you have?
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None
Less than 5 years
5 - 10 years
More than 10 years
Check the investments you currently own or have owned:
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Bank or Money Market Funds
Bonds and/or Bond Funds
Stocks and/or Stock Funds
International Stocks and/or International Stock Funds
Options
Picture this: In the last three months, the stock market dropped by 25%. A stock you have did the same. What's your move?
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Sell all my shares
Sell some of my shares
Do nothing
Buy more shares
We're presenting some made-up scenarios to see your comfort with different yearly returns. This helps gauge your risk appetite. Remember, these numbers aren't real and don't reflect any specific investment or Franklin Wealth managed account. Which outcome range feels right for you?
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Plan A
Plan B
Plan C
Plan D
Plan E
What is your age?
What is your current income level?
Less than $100,000
$100,000 - $250,000
$250,000 - $500,000
More than $500,000
What is the size of your portfolio?
Less than $100,000
$100,000- $500,000
$500,000 - $1 million
$1 - 2 million
$2 - 5 million
$5 million +
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