The Financial Advantage Survey

Take the Financial Advantage Survey to get clarity on the areas to focus on to begin proactively crafting your financial future.

Tax Strategy

* I effectively utilize the tax brackets to my best financial advantage.
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* I have a documented tax plan and am confident I am utilizing all available tax saving opportunities.
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* I review my tax situation annually with a professional tax advisor and adjust accordingly.
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* I am proactive to adjust my tax strategy due to life’s situational changes.
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Wealth Management

* I am confident that my investments are set up to be tax efficient.
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* I know the costs and fees associated with my investments and am confident I’m not over-paying.
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* I have a sustainable financial strategy defined that is aligned with my age, lifestyle and living situation.
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* I am confident my investments match my risk and comfort level.
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Retirement Planning

* I am informed and comfortable about when and how to begin utilizing social security.
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* I have knowledge of my options when it comes to retirement and am confident with my plan.
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* I know when and how to use the right financial resources for various life situations.
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* I am confident that my retirement plan is aligned so I can live my preferred lifestyle.
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Risk Mitigation

* I have a safety net established for various unforeseen circumstances including health challenges or disability.
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* I know my options for long-term care and have a documented family plan.
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* I am ensuring my spouse and/or dependents will be financially covered if I should have health challenges.
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* I have all my important financial, legal and critical documents and information organized and documented in a planner.
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Estate Planning

* I know my options for tax mitigation when it comes to inheritance and am confident with my plan.
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* I have a documented plan for legacy and have shared it with the appropriate parties.
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* I have defined who will handle what responsibilities should something happen to me.
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* I have a documented end of life plan to ensure those I leave behind are not left with any burdens or confusion.
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Additional Information

* Which of the following are you interested in learning more about?
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* Which of types of content do you prefer?
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What is your interest level in getting help with improving your financial future?