Thank you!


FINANCIAL WELLNESS

What is your age range?
What's your marital status?
What are your current financial goals?
Do you understand the 72 rule?
Does your employer offer a retirement plan?
What steps have you taken for retirement planning? (Check all that apply)
What is most important to you when it comes to investments?
Where do you think tax rates will be when you retire?
Are you familiar with the benefits of the Personal Pension Strategy?
Do you currently have life insurance unassociated with your current job?
How important is Long-Term Care Planning to you? (helps pay for the cost of at-home care, assisted living, & nursing home care)
Did anyone help you create a retirement roadmap?
Would you be interested in learning how to never run out of money in retirement?
Would you be interested in free education on how to retire free of tax? (If "No" is selected, you will not be contacted)
Would you be interested in a free consultation? (If "No" is selected, you will not be contacted)