RISK CAPACITY SURVEY
Please fill out this brief survey so that we can get a good idea of how we can better serve you.
What is your current age? If these monies are intended for other heirs, please indicate their ages instead of your own.:
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What is your current annual income?:
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Do you expect your future earnings to increase above the rate of inflation over the next 5 years?:
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What is your current value of your investable assets?:
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What is the current equity of your primary residence and other real estate?:
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What is your current networth (calculated by estimating your assets minus your liabilities.):
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Approximately what portion of your monthly net income goes toward paying off installment debt (other than mortgages)?:
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Do you have an adequate emergency fund that is liquid?:
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How many years until you expect to start withdraw 20% for fixed or variable expenses? Assume that your portfolio will not increase in value due to market fluctuations.:
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Within how many years do you anticipate to withdraw 50% or more of your account for expenses? Assume that your portfolio will not increase in value due to market fluctuations.:
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What portion of your retirement income do you expect from this investment?:
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During periods of market declines and extreme volatility, would you prefer to sell riskier assets and put into safer assets?:
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Name:
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Company Name:
Phone Number:
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Email Address:
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Fax Number:
Address:
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City:
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State:
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Zip:
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About Us

Serious solutions. Advisor objectivity. Unbiased expertise.

Year after year, SPAHR FINANCIAL GROUP LLC helps clients build successful financial foundations by providing investment advisory and portfolio management services.

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Our Services

Risk management is generally accepted to be defined as the process of analyzing exposure to risk and determining how to best handle such exposure. For Individuals and Families SPAHR FINANCIAL GROUP, LLC provides health insurance plans from the major providers such as: Blue Cross, Blue Shield, HealthNet, Aetna, Cigna, Pacific Care, Kaiser Permanente, and more...