Choose Your PlanSelect the most important area of concern from each of the following categories and we will show you which of our plans may be best suited for you.Make a selection in each category. Retirement Will I be able to sustain my current lifestyle in retirement? When will I be able to retire? What would my best options be for 401(k) or pension at retirement? No concerns Correct!Wrong!-Social Security How do I optimize my social security benefits? When is the best time to start drawing on my social security? What would my spouse get if I pass either before or after I start collecting social security? No concerns Correct!Wrong!-Real Estate Should I keep or sell my rental properties? How to plan for purchase of real estate (primary or rental)? When should I downsize and/or relocate? No Concerns Correct!Wrong!-Estate Planning Can I move assets out of an inherited trust? Should I update my estate planning documents? What options does my trust allow for spousal support if I die? No Concerns Correct!Wrong!-Investments Should I buy or sell a business? Can I set up an investment account for my minor children or grandchildren? How should I be invested to make progress towards my goals? No Concerns Correct!Wrong!-Asset Protection Do I have enough life insurance? Do I have the right type of life insurance? What types of insurance do I need to protect my income and assets as I age? How should my various assets be titled or registered? No Concerns Correct!Wrong!- Share the quiz to show your results ! Facebook Facebook Just tell us who you are to view your results ! Show my results >> Financial Planning Matrix Our %%personality%% plan would best suit you. ↺ PLAY AGAIN ! TALK STORY, FINANCIAL TIPS, TRENDS, & MORE! CONTACT USCheck out the background of firms and investment professionals on FINRA’s BrokerCheck
