THE FINANCIAL CHECK-UP

 

Most individuals do not have the time, the training, or the interest in dealing with all of the issues that influence financial decisions. At Financial Designs of Virginia we feel that it is important to team with a financial planner who can assist you in laying key foundations for financial Success by Design.

Find out how prepared you are to address life’s most significant financial issues. Take the Financial Check-up below!


1) Are your finances organized so that they maximize tax reductions, investment opportunities and provide adequate diversification and  risk reduction? Yes No Don't Know

2) Do you have adequate retirement income sources that cannot be outlived? Yes No Don't Know

3) Is your family assured of meeting long-term care needs and protection of family assets? Yes No Don't Know

4) Have you considered how you are going to pass on to your children and heirs the appropriate values, habits and understanding of investing? Yes No Don't Know

5) Do you possess a Comprehensive Financial Plan? Yes No Don't Know

 

If you answered NO or DON'T KNOW to any of the questions, we can help. Complete the information below, then click the 'Submit' button.   One of our advisors will contact you.  This information will not be shared with anyone outside our firm!

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Securities offered through UNITED PLANNERS’ FINANCIAL SERVICES OF AMERICA, A Limited Partnership. Member FINRA, SIPC.

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