Discover Your Investment Comfort Zone
Take our quick Risk Tolerance Quiz to see what type of investor you are — and get a personalized insight into how your portfolio could align with your goals.
About the Quiz
At National Financial Alliance, we believe every investment strategy should reflect you — your goals, your timeline, and your comfort with market changes.
This short quiz helps you uncover your investment profile by analyzing three key factors:
Time Horizon
How long you plan to invest
Financial Goals
What you’re aiming to achieve
Risk Tolerance
How you handle market ups and downs
Risk Tolerance Questionnaire
The first step in the Asset Management Process is to determine your investment profile. This profile will help define important factors such as your investment objectives, time horizon, and your attitudes toward investing. The information you provide will help build the base of information needed for you to progress to the next step in the management process, and the development of an appropriate asset allocation policy.
Time Horizon
What is your age?
What is your primary financial goal?
What is the time frame in which you hope to achieve your financial goals?
Financial Goals
Which best describes your financial goals?
In five years, how do you expect your standard of living to compare?
Five years from today, you expect your portfolio value to be:
Generating current income from your portfolio is:
With the income generated from your portfolio, you plan to:
Risk Tolerance
Imagine you’ve just received a large amount of money. How would you invest it?
If your portfolio dropped 15%, how would you react?
Which investment would you feel most comfortable owning?
Which investment would you least like to own?
Which investments are most ideal for your portfolio?
How optimistic are you about the long-term economy?
Which best describes your view of investments outside the U.S.?
Share Your Risk Profile Summary
Total Score:
0
Risk Category:
N/a
Conservative (Score 34–57)
You Prefer Stability and Steady Growth
You’re focused on protecting your assets and earning a consistent return. Conservative investors value security and are less comfortable with market fluctuations. Your best fit often includes income-generating and low-risk investments such as bonds or dividend-paying stocks.
Moderate (Score 58–83)
A Balanced Approach to Growth and Security
You’re comfortable taking on some risk in pursuit of steady, long-term returns. Moderate investors often seek a blend of stability and growth through a diversified portfolio.
Your ideal strategy includes a mix of equities and fixed-income investments.
Moderate Growth (Score 84–99)
You’re Ready for Moderate Growth Potential
You understand that short-term fluctuations are part of long-term success. You’re looking to grow your wealth while maintaining a reasonable safety net. This approach typically includes a higher proportion of growth-oriented investments.
Growth (Score 100–114)
You’re Confident in Long-Term Growth Strategies
You’re comfortable with risk and focused on maximizing potential returns.
You see market dips as opportunities — not setbacks.
Your portfolio may include diversified equity holdings and growth-oriented assets.
Aggressive Growth (Score 115–125)
You’re a Bold Investor with a Long-Term Vision
You embrace volatility in exchange for the highest potential returns. Aggressive investors focus on long-term wealth creation through stocks, ETFs, and high-growth sectors.
Your confidence and patience make you a prime candidate for strategic, high-performance investing.
Let’s Build Your Legacy Together
Your wealth has a purpose. We’ll help you define it—and protect it for generations to come.
Office
210-737-7800
901 NE Loop 410
Suite 100
San Antonio, TX 78209
nfaempowers@tnfa.net
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. Strategic Financial Concepts LLC, NFA Wealth Management, National Financial Alliance, NFA Institutional Services and NFA Insurance are separate entities from LPL Financial.
