Personsl Finance Strategy

Please complete this short survey so we can better understand your needs. All answers are confidential.

Financial Challenges:

1. Are you benefitting from the current economy? *

Yes

No

2. Are you concerned about any of the following? *

Too many bills or debts

Lack of savings for retirement

Lack of preparation for your kids' education

Not having enough protection in case of disability, long term illness, or death

3. Do you support children, aging parents, or other dependents? *

Yes

No

4. Are you concerned about the future of your job or career? *

Yes

No

5. Do you feel that concepts involving insurance, debt, inflation, tax, and other financial services are confusing? *

Yes

No