10 Financial Wellness Questions

This confidential quiz provides a simple and easy way to reveal if your current financial and insurance strategies have addressed potential risks and helps identify gaps and areas of concern. 
The ultimate goal should be to eliminate or mitigate risks and have your investments, insurance and assets organized, integrated and coordinated into a comprehensive financial solution to achieve an optimal outcome.
Unfortunately, one mistake can result in total failure. 

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* 1. Are you comfortable with market risk?

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* 2. Are you confident that you could make up a big market loss quickly
enough? Is time on your side?

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* 3. Is it important to you to avoid investment losses at this point in your life?

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* 4. Is it important to you to create income that will last for as long as you live?

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* 5. If you become too sick or injured to work, is your income sufficiently protected by a work benefit or an individual disability policy to provide for those dependent on your income (spouse, kids, parents) and fund your retirement?

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* 6. If you or your spouse prematurely die, will your income be replaced to maintain the same standard of living and provide for all future financial needs?

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* 7. Are you familiar with our Peaceful Portfolio®️ investment solutions? (Principal protection, Growth potential, no advisory fees)

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* 8. Do you have a Long Term Care Insurance Policy or a formal Plan to avoid being a burden on a spouse or family member or being forced to liquidate savings, retirement funds or equity in your home for care?

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* 9. Have you seen an analysis and comparison of your Social Security filing strategies and either chosen the optimal recommendation for maximum income or an alternate option?

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* 10. If you'd like to schedule a no-cost, no-obligation consultation to discuss any Wellness Quiz questions, areas of concern or ways to improve your current situation email me: todd@fiscaldesigns.com or 
schedule a brief Zoom chat:  https://calendly.com/t_friedman/chat

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