Richardson GMP | Mciver Wealth Management Consulting Group

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# 1.	Expected Return. Given historical returns on different kinds of investments, my desired level of investment return is above average.
# 2.	Risk Tolerance. I am willing to bear an above-average level of investment risk (volatility). I can accept occasional years with negative investment returns.
# 3.	Holding Period. I am willing to maintain investment positions over a reasonably long period of time (generally considered 10 years or more).
# 4.	Liquidity. I do not need to be able to readily convert my investments into cash. Aside from my portfolio, I have adequate liquid net worth to meet major near-term expenses.
# 5.	Ease of Management. I want to be very actively involved in the monitoring and decision-making required to manage my investments.
# 6.	Dependents. There are none or only a few dependents that rely on my income and my investment portfolio for support.
# 7.	Income Source. My major source of income is adequate, predictable and steadily growing.
# 8.	Insurance Coverage. I have an adequate degree of insurance coverage.
# 9.	Investment Experience. I have prior investment experience with stocks, bonds, and international investments. I understand the concept of investment risk.
# 10.	Debt/Credit. My debt level is low and my credit history is excellent.
# 11.	Approximate amount of your investable assets:

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