6 Financial Fitness Questions


Please complete this questionnaire and click the "Email my answers" button, or deliver to our office address below, so we can better understand your needs.


If you accumulate as many net assets in the next five years as you just did in the last five years, are you going to be satisfied with your progress at that point?

  • Yes
  • No
  • I don't know - show me more

Is the different between what you own and what you owe... ?

  • Getting larger
  • Getting smaller
  • Staying the same
  • I don't know

If you, your spouse or your child was diagnosed with a critical illness and satisfies the survival period, does your current insurance allow for a one time lump-sum benefit to focus on recovery?

  • Yes, my family and I will receive a lump sum of money
  • No, my family and I would have no use for any type of lump-sum benefit
  • I have no idea - please evaluate my situation with no obligation

Do you believe your current retirement plan will provide you with enough money to live the kind of retirement you envision?

  • Yes
  • No
  • I don't know - please help me find out

Based on your current retirement income plans are you concerned about outliving your money or the potential negative impact of market volatility or inflation?

  • Yes
  • No
  • I don't know - please help me find out

Have you received current professional financial advice and do you have a personalized financial plan in place to help you balance your short- and long-term goals?

  • Yes
  • No, please provide a no-obligation consultation


* The responses you provide will be kept in strictest confidentiality and will be used solely to help us provide you with the optimal product/service options for your specific situation. Your information will never be shared with third parties.