Are you set up for financial success?

Based on your answers, receive a complimentary financial effectiveness assessment sent to your email inbox when you complete the quiz below!

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What is your current age?*

73 and up

65-73

50-65

Under 50

What is your employment status?*

Business owner

Fully retired

Part time employment

Full time employment

What is your household total liquid net worth?*

$10M+

$5-$10M

$2.5-$5M

$500k-$2.5M

Under $500k

Please include your cash, investment accounts, and retirement accounts in this calculation.

What percentage of pre-tax assets do you hold?*

25% or less

25-50%

50-80%

80% or more

To calculate, please take your pre-tax (Traditional IRA/401k/etc.) total divided by your Roth assets and brokerage from liquid assets above.

What is your household total net worth?*

$15M+

$5-$15M

$2.5-$5M

$750k-$2.5M

Under $750k

Please include the liquid assets above plus illiquid assets such as real estate, business interests, and land in your calculation.

What is your total income?*

$250k+

$100-$250k

$50-$100k

$0-$50k

Please include your Social Security, pensions, rental income, portfolio income, annuity distributions, and more in your calculation.

What are your total annual expenses?*

$250k+

$100-$250k

$50-$100k

$0-$50k

Include expenses such as fun, travel, and dining out.

What is your desire to leave a legacy to children, family, and charities?*

One of my top priorities

It is important but not my top priority

If there is money left over

No desire

How important is tax management to you while living?*

Not as important as the taxes to my estate / Not a concern

I want to keep my taxation in line but balanced with my estate

Tax planning is important to me

Managing my tax planning during my lifetime is one of my top concerns

What is your asset allocation?*

Aggressive growth

Growth

Balanced

Conservative

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