TMG Wealth Questionnaire

Here’s what happens next:

Step 1: We’ll be in touch.

After you share your information, a member of our team will reach out to schedule your introductory call. You can also choose a time that works best for you. This conversation helps us understand your goals and how we may support your financial journey.

Step 2: Meet your advisor.

You’ll be introduced to a Financial Advisor at The Mather Group. They’ll be your dedicated point of contact and will guide you through the onboarding process.

Step 3: Enroll and get started.

If it feels like the right fit, your advisor will walk you through the steps to open your account and begin building your personalized financial plan.

We look forward to connecting—and helping you take your next step toward a confident financial future.

Let’s Get Started

How would you describe your willingness to take on risk in pursuit of your goals, based on your past or current investment accounts?

I’d rather not take much risk. My bank CD or savings account is all I want.

My past/current account is conservatively invested.

My past/current account is moderately to conservatively invested.

My past/current account is moderately invested.

My past/current account is moderately to aggressively invested.

My past/current account is aggressively invested.

Formulario enviado

21.38%+

Best year

19.28%-

Worst year

30.15%-

Max drawdown

12.27%

Tech bubble

29.27%+

Subprime crisis

10.63%+

COVID-19

What’s next?

TMG helps you invest with confidence.

Your risk score is just one piece of your personalized plan. We’ll help you align your investments, retirement goals, and tax strategy — so you can focus on what really matters.