Select the answer that closely matches your lifestyle by clicking the appropriate button. There are no wrong answers!

When complete, click "submit profile" and you'll see the investment lifestyle model that YHB Retirement Services has chosen for you.

1. Approximate number of years until you plan on retiring?

20+ years or more
15 – 20
10 – 15
5 – 10
0 – 5

2. Do you anticipate withdrawing money from the plan for retirement or other needs such as education, home- purchase etc? If so, approximately how many years from now?

20+ years or more
15 – 20
10 – 15
5 – 10
0 – 5

3. I am concerned that inflation will erode the future value of my investments.

Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree

4. I am willing to increase my chances for higher returns by accepting a greater degree of risk.

Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree

5. I am willing to accept sharp declines and increases in my investments in order to seek a potentially higher return than would normally be expected form more conservative investments.

Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree

6. I need complete safety in my investments all the time.

Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree

7. I worry about my retirement investment account a great deal.

Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree

8. Losing any of my retirement dollars would greatly effect my financial picture.

Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree