Why Understanding Investment Discipline Matters
Market uncertainty feels stressful when it’s unclear how your investments are managed as conditions change. This short questionnaire is designed to gauge how well you understand your advisor’s investment discipline — the process guiding decisions — and highlight where greater clarity may help improve confidence and control.
Complete the questionnaire below to get started:
"*" indicates required fields
How to Use This Assessment
Answer Each Question Honestly
This assessment is designed to reflect your current level of awareness — not what you think your answers should be.
Choose the Response That Fits You Best
For each question, select the option that most closely reflects your perspective today.
Add Up Your Points
Your total helps indicate how familiar you are with your advisor’s investment discipline and decision-making process.
Review Your Results
Use the scoring interpretation on the next page to better comprehend what your total means for your level of clarity and confidence moving forward.
Consider Your Next Step
If your score shows any gaps, don’t worry — that’s exactly why this assessment exists. Every investor, regardless of experience, can benefit from a clearer, more disciplined approach.
Why Investors Choose Briggs Financial Group
Disciplined Fiduciary Strategy
As a fiduciary practice, every recommendation we make must put your interests first. Our structured, data-driven investment process removes emotion and guesswork, ensuring decisions are based on real analysis to keep your plan on track.
Fiduciary Risk Management
Our algorithmic Risk-On/Risk-Off strategy is guided by our fiduciary responsibility to protect your wealth. We adjust to market conditions in real time, helping reduce risk and respond to volatility faster, always with your best interest at the core.
Ronald J. Briggs Jr., FIC, CRPC®
With over four decades of experience, Ronald J. Briggs Jr. is one of the most seasoned financial advisors in the country—having started his career at just 18 years old.
Compliance Statement:
As a Fiduciary, doing due diligence of all content and data contained herein has been developed or obtained from various sources that are believed to be providing accurate information. None of the content herein is intended as tax, financial, and/or legal advice. Please consult with a legal, financial, and/or tax professional for specific information regarding your individual situation. The content and materials herein are intended to create client awareness for educational purposes and to promote interest in the utilization of risk on, risk off and tax mitigation investment strategies in the planning process. The competitive analysis of various fixed insurance products that may be shown herein do not address any individual’s specific situation and are not to serve as the basis for any investment and/or tax advice and should not be construed as a solicitation to invest. Content herein is based on the latest information available to the public from the Insurance Carriers and while deemed to be accurate, is not guaranteed by the Briggs Financial Group Wealth Advisors, “BFG Wealth Advisors” or affiliates thereof. Numerical information, charts, graphs, formulas, calculations, and data sets, etc. are for example and illustrative purposes only. Please review each Insurance companies’ compliant illustration with your Advisor before investing. BFG Wealth Advisors also provides support, information and competitive analysis on Fixed Insurance Products of over 70 insurance carriers. BFG Insurance Designers is a separate division of the Briggs Financial Group Wealth Advisors.
For more information, please contact your Briggs Financial Group Wealth Advisor directly for a comprehensive overview and analysis of your specific situation using risk on or risk off asset classes in your retirement portfolio.
Asset Management and Investment Advisory Services provided by Investment Advisor Representatives doing business as the Briggs Financial Group are offered through Caitlin John, LLC., a Registered Investment Advisor Firm. The Briggs Financial Group Wealth Advisors, LLC. and Caitlin John, LLC. are separate entities and are not affiliated.
To access the following compliance forms, please visit www.caitlinjohn.com.
Caitlin John Form ADV 2A Brochure | Caitlin John Wrap Fee Brochure | Customer Relationship Summary | Privacy Disclosure Statement | ASWTI Form ADV 2A Brochure
© Briggs Financial Group, LLC | Web Design by EliteAMG