The Annual Review Process Survey

Are you confident in your Financial Progress?
Here is the checklist we use when evaluating your investments and current financial plan. Take a minute or two and see how you're doing.

*
1. Your email address

Your email address

2. Have you done an Annual Financial Review in the last 12 months?

Have you done an Annual Financial Review in the last 12 months? Yes

3. Your Goals

	Yes	No	I don't know	Not Applicable
Do you have defined 1-year financial goals?	*Your Goals Do you have defined 1-year financial goals? Yes	Do you have defined 1-year financial goals? No	Do you have defined 1-year financial goals? I don't know	Do you have defined 1-year financial goals? Not Applicable
Do you have defined 5-year financial goals?	Do you have defined 5-year financial goals? Yes	Do you have defined 5-year financial goals? No	Do you have defined 5-year financial goals? I don't know	Do you have defined 5-year financial goals? Not Applicable
Did you meet your goals last year?	Did you meet your goals last year? Yes	Did you meet your goals last year? No	Did you meet your goals last year? I don't know	Did you meet your goals last year? Not Applicable
Do you need more income to meet your goals?	Do you need more income to meet your goals? Yes	Do you need more income to meet your goals? No	Do you need more income to meet your goals? I don't know	Do you need more income to meet your goals? Not Applicable
Did you pay too much in taxes?	Did you pay too much in taxes? Yes	Did you pay too much in taxes? No	Did you pay too much in taxes? I don't know	Did you pay too much in taxes? Not Applicable

4. The Performance of your investments individually

	Yes	No	I don't know	Not Applicable
Did your investments outperform other similar type investments?	*The Performance of your investments individually Did your investments outperform other similar type investments? Yes	Did your investments outperform other similar type investments? No	Did your investments outperform other similar type investments? I don't know	Did your investments outperform other similar type investments? Not Applicable
Did your accounts (IRA, trust account, Roth IRA, 401k etc.) increase from last year?	Did your accounts (IRA, trust account, Roth IRA, 401k etc.) increase from last year? Yes	Did your accounts (IRA, trust account, Roth IRA, 401k etc.) increase from last year? No	Did your accounts (IRA, trust account, Roth IRA, 401k etc.) increase from last year? I don't know	Did your accounts (IRA, trust account, Roth IRA, 401k etc.) increase from last year? Not Applicable
Can this investment continue to perform given anticipated economic changes?	Can this investment continue to perform given anticipated economic changes? Yes	Can this investment continue to perform given anticipated economic changes? No	Can this investment continue to perform given anticipated economic changes? I don't know	Can this investment continue to perform given anticipated economic changes? Not Applicable
If current income is not being taken, are all dividends and interest being automatically reinvested?	If current income is not being taken, are all dividends and interest being automatically reinvested? Yes	If current income is not being taken, are all dividends and interest being automatically reinvested? No	If current income is not being taken, are all dividends and interest being automatically reinvested? I don't know	If current income is not being taken, are all dividends and interest being automatically reinvested? Not Applicable

5. Diversification and rebalancing to reduce risk

	Yes	No	I don't know	Not Applicable
Do you have assets in various asset classes? (Having too much money in short term CDs or emerging market funds may not give you the best overall return!)	*Diversification and rebalancing to reduce risk Do you have assets in various asset classes? (Having too much money in short term CDs or emerging market funds may not give you the best overall return!) Yes	Do you have assets in various asset classes? (Having too much money in short term CDs or emerging market funds may not give you the best overall return!) No	Do you have assets in various asset classes? (Having too much money in short term CDs or emerging market funds may not give you the best overall return!) I don't know	Do you have assets in various asset classes? (Having too much money in short term CDs or emerging market funds may not give you the best overall return!) Not Applicable
Has any investment over or underperformed suggesting the need to rebalance?	Has any investment over or underperformed suggesting the need to rebalance? Yes	Has any investment over or underperformed suggesting the need to rebalance? No	Has any investment over or underperformed suggesting the need to rebalance? I don't know	Has any investment over or underperformed suggesting the need to rebalance? Not Applicable

6. Maturing CDs, bonds and annuities

	Yes	No	I don't know	Not Applicable
Do you have a plan to deal with your CDs, bonds or annuities that will mature in the upcoming year?	*Maturing CDs, bonds and annuities Do you have a plan to deal with your CDs, bonds or annuities that will mature in the upcoming year? Yes	Do you have a plan to deal with your CDs, bonds or annuities that will mature in the upcoming year? No	Do you have a plan to deal with your CDs, bonds or annuities that will mature in the upcoming year? I don't know	Do you have a plan to deal with your CDs, bonds or annuities that will mature in the upcoming year? Not Applicable

7. Review insurance policies for coverage and premium amount

	Yes	No	I don't know	Not Applicable
Will the amount of insurance replace the potential loss?	*Review insurance policies for coverage and premium amount Will the amount of insurance replace the potential loss? Yes	Will the amount of insurance replace the potential loss? No	Will the amount of insurance replace the potential loss? I don't know	Will the amount of insurance replace the potential loss? Not Applicable
Is the premium you're paying a good value? (This is where getting competitive quotes on auto and homeowners insurance may save you money.)	Is the premium you're paying a good value? (This is where getting competitive quotes on auto and homeowners insurance may save you money.) Yes	Is the premium you're paying a good value? (This is where getting competitive quotes on auto and homeowners insurance may save you money.) No	Is the premium you're paying a good value? (This is where getting competitive quotes on auto and homeowners insurance may save you money.) I don't know	Is the premium you're paying a good value? (This is where getting competitive quotes on auto and homeowners insurance may save you money.) Not Applicable

8. IRA, 401k, life insurance, annuity beneficiary designations

	Yes	No	I don't know	Not Applicable
Do you have primary beneficiaries designated?	*IRA, 401k, life insurance, annuity beneficiary designations Do you have primary beneficiaries designated? Yes	Do you have primary beneficiaries designated? No	Do you have primary beneficiaries designated? I don't know	Do you have primary beneficiaries designated? Not Applicable
Do you have contingent beneficiaries designated?	Do you have contingent beneficiaries designated? Yes	Do you have contingent beneficiaries designated? No	Do you have contingent beneficiaries designated? I don't know	Do you have contingent beneficiaries designated? Not Applicable
Have you considered using the words "per stirpes" where appropriate?	Have you considered using the words "per stirpes" where appropriate? Yes	Have you considered using the words "per stirpes" where appropriate? No	Have you considered using the words "per stirpes" where appropriate? I don't know	Have you considered using the words "per stirpes" where appropriate? Not Applicable
Did you know that your designated beneficiaries will receive their share of these assets despite what is defined in your trust?	Did you know that your designated beneficiaries will receive their share of these assets despite what is defined in your trust? Yes	Did you know that your designated beneficiaries will receive their share of these assets despite what is defined in your trust? No	Did you know that your designated beneficiaries will receive their share of these assets despite what is defined in your trust? I don't know	Did you know that your designated beneficiaries will receive their share of these assets despite what is defined in your trust? Not Applicable

9. Review your will and/or trust

	Yes	No	I don't know	Not Applicable
Has your family situation changed in the last year?	*Review your will and/or trust Has your family situation changed in the last year? Yes	Has your family situation changed in the last year? No	Has your family situation changed in the last year? I don't know	Has your family situation changed in the last year? Not Applicable
Do you still have the same opinions of your children and their spouses?	Do you still have the same opinions of your children and their spouses? Yes	Do you still have the same opinions of your children and their spouses? No	Do you still have the same opinions of your children and their spouses? I don't know	Do you still have the same opinions of your children and their spouses? Not Applicable
Do you still have the same opinions of your grandchildren?	Do you still have the same opinions of your grandchildren? Yes	Do you still have the same opinions of your grandchildren? No	Do you still have the same opinions of your grandchildren? I don't know	Do you still have the same opinions of your grandchildren? Not Applicable
Are your successor trustees the best person(s) for the job? Have you considered a professional trustee?	Are your successor trustees the best person(s) for the job? Have you considered a professional trustee? Yes	Are your successor trustees the best person(s) for the job? Have you considered a professional trustee? No	Are your successor trustees the best person(s) for the job? Have you considered a professional trustee? I don't know	Are your successor trustees the best person(s) for the job? Have you considered a professional trustee? Not Applicable

If you've checked more than 4 no's, it's time for a financial review!! Call us for a free consultation and we'll be happy to get your financial house back in order. Contact us at info@legacygroupwealth.com or call us at 587-6100 for your appointment today!

The Annual Review Process

Welcome!

*1. Your email address