WHAT TYPE OF INVESTOR ARE YOU?


The most successful investors consistently do well in their wealth accumulation, not because they have perfect timing or tons of money. They do it by identifying their natural inclinations (both good and bad) and using the methods, philosophies, and strategies that best match the way their brains are wired.

Take our quick 2 minute survey to learn how you are wired and how you can use that to your advantage in your life planning.

TAKE THE QUESTIONNAIRE NOW

Enter your information below to learn what type of investor you are and how you can use your natural wiring to plan the life of your dreams!

Over the years, we’ve helped hundreds of working families in the local area
protect their way of life and plan the retirement they deserve.

Fund managers and financial advisers often provide risk-profile questionnaires to help you determine what type of investor you are, based on your tolerance to risk, investing timeframe and investment knowledge.

Knowing your investor profile is crucial to working out what type of investment suits you, although this awareness alone is no substitute for a financial plan from a qualified professional, as it cannot take into account all of your personal circumstances and financial needs.

THIS QUESTIONNAIRE IS DIFFERENT

Our "What Type of Investor Are You" questionnaire asks you questions about you. What are your interests? What is your passion? How you are wired...

This questionnaire is fun AND informative.

You'll learn the challenges you face, the opportunities you can't help but see, and how to use both to your advantage when it comes to your life planning.

TAKE THE QUESTIONNAIRE NOW

Enter your information below to learn what type of investor you are and how you can use your natural wiring to plan the life of your dreams!

ENGINEER THE RETIREMENT LIFESTYLE YOU WANT BASED ON YOUR NATURAL WIRING

ABOUT PACIFIC CREST PLANNING


We work hard to increase the financial knowledge of our clients and members of our community by providing comprehensive financial planning services with an emphasis on education.

We work with people from all walks of life and occupations, but have extensive experience and specialization in working with Hanford Area employees, business owners, and medical professionals.

Our vision is that each client we work with will have a well-thought-out, easy-to-follow, holistic plan that they can follow to have a better chance at achieving a safe, secure, and meaningful retirement and financial situation.

We believe that your life goals and how you plan to spend your time in retirement is just as important as the financial aspects of retirement planning. We want people to enjoy their lives and really experience the fun, family, and freedom in retirement that they’ve worked so hard over the years to achieve.

Learn what type of investor you are...

TAKE THE QUESTIONNAIRE NOW

Enter your information below to learn what type of investor you are and how you can use your natural wiring to plan the life of your dreams!