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Financial Reality Check^sm

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Financial Reality Check Questionnaire

An unmonitored financial plan is the most overrated, useless and expensive tool that an investor can buy. If the plan just sits on a shelf, gathering dust, it does not add value to the investor's financial well-being.

A financal plan is affected by fluctuating economic conditions, taxes, changing laws and other factors. We have the expertise to thoughtfully design a plan with your specific circumstances in mind. We provide objective information and unbiased guiadance. Because we are not required to sell specific products, we have the freedom to help you develop a long-term strategy for your individual needs.

The Financial Reality Check^sm gives your portfolio the attention it needs. It provides a comprehensive analysis of your entire financial picture. We help identify your financial dangers, uncover opportunities and focus on your strengths to offer you direction and structure.

You will receive an analysis that covers 15 major areas of your current financial life. These include the following:

	•	Summary and action plan
	•	Net worth statement
	•	Asset worksheet
	•	Asset allocation profile and recommendations
	•	Reirement profile and summary
	•	College education summary and recommendations
	•	Monte Carlo retirement simulations
	•	Retirement expense forecast and cash flow summary
	•	Capital asset analysis
	•	Tax deffered annuity summary and analysis
	•	Life insurance profiles and analysis
	•	Survivor needs analysis
	•	Disabilty and Long Term Care insurance need analysis
	•	Estate planning including estate net worth calculations
	•	Alternate estate planning models and estate tax estimates

This is a comprehensive, complete financial analysis for a very affordable price. It is an effective first step for anyone serious about getting their financial house in order.