Choose Your Plan Select 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 US Check out the background of firms and investment professionals on FINRA’s BrokerCheck
