Self-Assessment

What is your current net worth?

What is your estimated net worth at retirement?

What is your age range?

How confident are you in your current long-term financial strategy?

How well does your current strategy match up with your current objectives?

How aligned is your wealth transfer strategy with current legislation and your overall objectives?

I have no idea.
It was looked at more than 5 years ago.
I think it’s good, but I have had some significant life events recently.
I just went over it, and my wealth transfer documents are aligned with both current legislation and my overall objectives.

Does your asset protection strategy maximize the protection of your net worth in a pragmatic and practical way?

My current investment strategy reflects my pre- and post-retirement goals and factors in the current investing climate.

My current tax strategy maximizes my long-term goals.

I understand the compensation and benefits provided to me by my employer and feel that I’m optimizing everything.

Huh?
I contribute to the 401k plan to receive the match, but don’t do much else.
I max out my 401k and have opted for extra life insurance, but still feel like I’m missing out on something.
I review the benefits every time open enrollment comes around and feel confident in my decisions and understanding.

First Name*

Last Name*

Email*

Phone Number

Zip Code*

Financial security begins by understanding your current situation.