Personal Financial Check-Up

Since most of us do not have the training or the time to deal with all of the factors which influence our financial decisions, it is important to team up with a financial planner to help lay the groundwork leading to financial security.

The first step is to recognize how very closely your personal issues and your quality of life are intertwined with your financial decisions. For instance, the so-called "sandwich generation," those individuals who are dealing with their own needs and those of their parents and children all at the same time, most vividly demonstrate the need for a sound, integrated financial plan.

How prepared are you for this financial journey? Take the financial check-up below to find out. We will contact you as soon as possible with information on how we can help. You may also want to take our Risk Tolerance Questionnaire to determine what level of risk you can afford to take in your investments.

			Yes	No
1)	Are your finances organized in a manner to maximize tax reduction, investment opportunities and provide adequate risk management?
2)	Have you created retirement income that can not be outlived?
3)	Have you ensured long term care and asset protection for your family?
4)	Have you thought of how you are going to pass on solid values and habits, as well as an understanding of the benefits of investing, to your children and their heirs?
5)	Do you have a written, comprehensive Financial Plan?
	Your Name:
	Your email (required):

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