Survey Questions:

1. When do you plan to retire?
   • I'm already retired
   • Within 10 years
   • In 10-20 years
   • More than 20 years from now
2. Which of these statements best describes your level of knowledge about financial matters such as savings, investments, debt, etc.?
   • I am extremely knowledgeable
   • I am fairly knowledgeable
   • I am somewhat knowledgeable
   • I want to start with the basics
3. What are your primary money goals? (select top two that apply).
   • Preparing to retire
   • Determining what to do with money I am getting from my retirement plan
   • Making sure I am invested appropriately
   • Understanding the markets and how investments work
   • Tax & Estate planning
   • Buying a house
   • A safety net for medical emergencies or other unforeseen circumstances
   • Caring for older parents or other family members
   • Reducing credit card debt and paying the bills
4. What is your investing experience?
   • I have investments in retirement plan vehicles
   • I have investments in stocks and bonds (outside my retirement plan)
   • I have investments in mutual funds (outside my retirement plan)
   • I do not have investments in any of the above products (with the exception of this Plan)
5. How do you spend your free time (please place in order of priority #1-3; 1=highest priority, 3=lowest priority)
   • 1 2 3 Reading
   • 1 2 3 Listening to music
   • 1 2 3 Watching TV/movies?

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