Financial Bulletproof

Questions marked with an * are required

Exit Survey

* 1. Do you have a written financial plan?

Yes

No

* 2. How often is it reviewed?

Never

Quarterly

Semi Annually

Annually

* 3. Are your investments treated like a business?

Yes

No

* 4. An investment business plan is expressed through an asset allocations model, do you know what model fits your risk tolerance?

* 5. How often do you rebalance?

Never

Monthly

Quarterly

Annually

* 6. When is your investment plan fiscal year end?

* 7. Do you own life insurance and if so how much (Select all that apply)?

* 8. What formula did you use to determine the proper amount of insurance?

* 9. If you were unable to work due to illness or injury, so you have a wage continuation plan in place? Would you have to liquidate qualified retirement accounts to keep your household afloat?

If you would like more information, please list your contact information below.