DNA Financial Service Brokers, LLC.

Answer each question by clicking on the selection that best applies to you. Each person's individual circumstances are different and will affect their financial need selection process.

<1>Rate your ability to understand and manage complex financial matters:

<>What amount of free time are you able to commit to researching and managing your finances? > Less than 1 hour per week 1-5 hours per week 5-10 hours per week 10-20 hours per week

<><4>Which statement best reflects your life-long financial outlook? > I have set and prioritized my life-long financial goals. I have considered my life-long financial goals, but need help to further develop and prioritize them. I have not looked ahead to my life-long financial goals.

<><5>Which statement best reflects how you deal (or have dealt) with major challenges in life? > I anticipate major challenges and have a specific contingency plan for them. I anticipate major challenges, but do not have a specific plan for them. I tend not to anticipate major challenges and deal with them as they occur.

<6>

Which statement best reflects your comfort level when discussing personal issues - such as your health or family relationships - with professional contacts? I am extremely comfortable. I am somewhat comfortable. I am only comfortable discussing personal matters if I have a close, personal relationship with the individual.

<7>

What quality is most important to you when selecting a professional service? A good rapport and personal relationship The service company's brand name and history References from friends and family All of the above

<8>

Which statement best reflects your current life stage? I'm just starting out. I'm ready to make some initial financial commitments such as starting a retirement fund, buying a house or starting a family. I'm right in the middle - I'm taking care of my family and my parents. I've got an empty nest - I'm ready to start focusing on my retirement. I'm retired - now I need help sustaining my lifestyle over the next several years, and distributing my wealth appropriately and effectively after my passing.

<9>

Which statement best reflects your current perception of your financial needs? I have unique needs or circumstances. I have a wide range of needs and goals. My needs are specific to investing. I need help determining my needs and goals.

There are 6 model advisory concepts to select from.

            With which one do you match most?

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