Visit LPL’s website to learn more about the company and scroll down to see an article about Sean and his journey as a Financial Advisor. Want to know what your investment risk tolerance is? Fill out this quick questionnaire to get started. Risk Tolerance Questionnaire Risk Tolerance Form Name * First Name Last Name Email * Phone * (###) ### #### Line Investment purpose * Which of the following statements below best describes your purpose for this investment account? I want to minimize potential declines and significant fluctuations in the value of my account by investing in lower risk, more conservative investments. I want a moderately high level of income (interest and dividends) from the account, with some modest growth opportunity over the long-term. I prefer a balance of income (interest and dividends) with longer-term growth. My primary goal is to maximize the value of my account as much as possible over a long-term timeframe. Withdrawal timeline * When will you begin withdrawing money from this specific investment account? 10+ years 5-10 years 3-5 years 1-3 years (for supplemental income needs, such as retirement). I plan on immediately withdrawing money from this account. Income expectations * Over the next several years, you expect your annual income (salary, rental properties, pensions, social security, etc.) to: Stay about the same Grow moderately Grow substantially Decrease moderately Decrease substantially Portfolio goals * Which of the five sample portfolios best represents your goals for this investment account and the most acceptable range of outcomes over a 1-year period? Portfolio A: Average Return 4% Best Return 18% Worst Return -8% Portfolio B: Average Return 5% Best Return 28% Worst Return -21% Portfolio C: Average Return 7% Best Return 39% Worst Return -30% Portfolio D: Average Return 8% Best Return 53% Worst Return -39% Portfolio E: Average Return 10% Best Return 67% Worst Return -47% Decline reaction * If your investments were to decline in value significantly over a three month period, how might you react? I would consider this decline as an opportunity to add to my investments Because I invest for long-term growth, I can accept temporary fluctuations Although I invest for long-term growth, a short-term decline would concern me I would be very concerned because I can’t accept my account losing value Personal investments * In recent years, how have your personal investments changed? My investments have shifted towards lower risk, lower return profile. No meaningful change in the risk profile of my investments. I have shifted my investments towards a higher risk, higher return profile Thank you! We will get back to you as soon as possible to schedule a time to discuss your financial future. Check out our latest video! Learn About Heslin Wealth Management We’re Dedicated to Inclusive Investing Learn more Check the background of this investment professional on FINRA's BrokerCheck.