Defining Your Path to Wealth – LJI Wealth Management

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Least Risk Value 2

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Least Risk Value 3

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Moderate Risk Value 1

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Moderate Risk Value 2

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High Risk Value 1

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High Risk Value 2

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Aggressive Risk Value 1

Now, let's explore the elements of risk.

Ability to Take Risk

How many years will you be relying on your investment portfolio to grow/provide income?(Required)

Maximum Equity Allocation

Willingness to Take Risk

How much could you tolerate your portfolio dropping during a bear market?(Required)

The S&P500 fell -50%, -57%, -35%, & -27% during the last 4 bear markets since 2000

Maximum Equity Allocation

Need to Take Risk

What average annual percentage do you expect your investment portfolio to return over time?(Required)

Rate of Return Required

Recommended Equity Allocation

Please select your personal advisor below:

Your Full Name(Required)

Email Address(Required)

Signed Date(Required)

Upon submission, your recommended core portfolio allocation will be calculated based on your responses and you will receive a copy of the information provided.

Investment Risk Assessment

Time Horizon

Ability to Take Risk

Willingness to Take Risk

Need to Take Risk