Whalen Financial

Please take the time to answer the following questions as accurately as possible. After you complete the questionnaire and click submit, we will assess your responses and match them up with the corresponding asset allocation model summary and notify you with your recommended allocation.

Name

Phone

I plan to begin withdrawing money from my investments in:

The graph above shows the one-year return range of four $100,000 portfolios. Given, that this is the only information that you have on these four hypothetical portfolios, which one would you choose to invest in?

How do you feel about fluctuations in the value of your portfolio?

COMMENTS / QUESTIONS

Southwest Airlines Pilots

Optimized Portfolio Questionnaire

Please take the time to answer the following questions as accurately as possible. After you complete the questionnaire and click submit, we will assess your responses and match them up with the corresponding asset allocation model summary and notify you with your recommended allocation.