Questionnaire

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About
Our Process
Events
In the Media
Capital A Library
Contact

Let’s Get Started!

As part of our four-step Alpha Plan process, we’d like to get to know you and what your goals for retirement are. Please take a few moments to answer the following questions to help us assess your objectives and your risk tolerance. Once we have your responses, we’ll start working on your customized strategy for retirement.

Invest for a future goal option:

Questionnaire - Future Goal

Step 1 of 2

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Name*
First Last
Phone*
Email*

I am looking to:*
- Prepare for retirement
- Save for major upcoming expenses (education, health-bills, etc.)
- Save for something special (vacation, new car, etc.)
- Build a rainy-day fund for emergencies
- Build long term wealth
What is your understanding of stocks, bonds, and ETFs?*
- None
- Some
- Good
- Extensive
When you hear "risk" related to your finances, what is the first thought that comes to mind?*
- I worry that I could be left with nothing
- I understand that it's an inherent part of the investing process
- I see opportunity for great returns
- I think of the thrill of investing
Have you ever experienced a 20% or more decline in the value of your investments in one year?*
- Yes
- No
If you were ever to experience a 20% decline or more in the value of your investments in one year, what would you do?*
- Sell everything
- Sell some
- Do nothing
- Reallocate my investments
- Buy more
How would you describe your approach to making important financial decisions?*
- I try to avoid making decisions
- I reluctantly make decisions
- I confidently make decisions and don't look back
Do you have life insurance?*
- Yes
- No
How much do you want to invest to get started?*
How much do you want to contribute each month?*
In how many years will you need to start withdrawing funds from this account?*
How much would you be willing to lose based on your initial investment?*
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
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Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at info@capitalainvestments.com or call us at 724.658.4211 today!

Get your retirement kit!

This retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!

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Retirement Kit

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Contact Us

Phone: 724.658.4211
Fax: 724.658.4418
Email Us!

Locations

8050 Rowan Road, Suite #602
Cranberry Township, PA 16066

312 N. Jefferson Street

New Castle, PA 16101

KIEFER FINANCIAL SERVICES powered by CAPITAL A WEALTH MANAGEMENT

6715 Tippecanoe Road, Building B
Canfield, OH 44406
Phone: 330.533.2174

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North Regional Chamber

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Capital A Wealth Management is stated or implied.

Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM and KFS are not affiliated with MAS.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. You should make financial decisions on the basis of your own due diligence.

Council of Financial Educators (COFE) is a paid membership organization comprised of professionals of varying specialties. "COFE" is a 501(c)(3) non-profit organization whose focus is to provide financial education to individuals, businesses, and organizations through member professionals. The "COFE" logo and/or trademarks are property of their respective owners and no endorsement of Brandon Domenick or Capital A Wealth Management is stated or implied. 1987612 - 10/23