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2014
May
F
Financial Bulletproof
Financial Bulletproof
Financial Security - 10 Questions you should know about your financial security.
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1. Do you have a written financial plan?
Yes
No
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2. How often is it reviewed?
Never
Quarterly
Semi Annually
Annually
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3. Are your investments treated like a business?
Yes
No
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4. An investment business plan is expressed through an asset allocations model, do you know what model fits your risk tolerance?
100/0 Stocks/Bonds
80/20 Stocks/Bonds
60/40 Stocks/Bonds
40/60 Stocks/Bonds
20/80 Stocks/Bonds
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5. How often do you rebalance?
Never
Monthly
Quarterly
Annually
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6. When is your investment plan fiscal year end?
I don't know
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter
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7. Do you own life insurance and if so how much (Select all that apply)?
Yes
No
I don't know
$0 - $250,000
$251,000 - $500,000
$501,000 - $1,000,000
Over $1,000,000
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8. What formula did you use to determine the proper amount of insurance?
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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?
Yes, we have a plan
No, no we don't have a plan
I don't know
Yes we would
No we wouldn't
I don't know
If you would like more information, please list your contact information below.
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