Want A Simple Way To Invest
Without Being A Wall Street Expert?

Your age					Score:
21 to 25 4	26 to 35 3	36 to 45 2	46 to 55 2	Over 55 1

Money in the bank (savings, money market accounts, CDs, etc.,)					Score:
None 0	Under $2,500 2	$2,500 - $5,000 4	$5,001 - $10,000 6	Over $10,000 8

How much of your income do you save every month?					Score:
None -8	Under 5% -2	5% to 10% 4	10% to 15% 6	Over 15% 8

If you invest in a fund, how soon would you need the money back?					Score:
Under 6 Months -8	1 to 3 Years -2	3 to 5 Years 4	5 to 10 Years 6	Over 10 Years 8

How important is it for your fund to pay you a monthly income?					Score:
Essential 0	Very Important 2	Important 4	Somewhat Important 6	Not Important 8

How important is it for your fund to grow in value?					Score:
Essential 8	Very Important 6	Important 4	Somewhat Important 2	Not Important 0

How much time can you spend monitoring your fund's performance?					Score:
None 0	10 Minutes Per Week 1	30 Minutes Per Week 2	1 Hour Per Week 3	2 Hours+ Per Week 4

Which of the following statements do you agree with most?	Score:
I won't invest unless I'm sure of getting back every cent. 2 I could accept a slight risk of losing money in hopes of getting a higher return than from a money market account or CD. 4 I could accept a moderate risk with my money in hopes of getting still higher returns. 6 I could accept a substantial chance of loss if that gives me a shot at the highest returns in the long run. 8

To Find Out What Your Score Means, Click HERE

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This chart is for your information only. Your total score does not recommend a particular mutual fund, nor does it guarantee that any mutual fund will achieve its investment objective. Always ask for a prospectus and read it carefully before you invest in any mutual fund. Note: We do not recommend a particular mutual fund, nor guarantee that any mutual fund will achieve its investment objective. Mutual funds are not deposits and are not insured or guaranteed by the FDIC, or any other government agency. An investment in mutual funds involves investment risks including the possible loss of the principal amount invested. Always ask for a prospectus and read it carefully before you invest in any mutual fund. Investments are offered through Sorrento Pacific Financial, LLC, Member, FINRA /SIPC and are not products of The Bank of Jackson

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