Are You Making the Most for Your Business and Life?

SCORE your level of confidence for each question below.
If you answer 1 through 4 for any question, we recommend you speak to our team!

1 = LOW, 5 = HIGH


VISUALIZE YOUR DREAM LIFE

Have you thought about what your dream life looks like? How would you redesign your life, business, or career? Where would you be living? Who is surrounding you? What are you doing?

REVIEW YOUR CURRENT SITUATION

Is this how you imagined your life and lifestyle would like look like at this current point in time? Why or why not? What challenges are you having in your life, lifestyle, career, or business?

MONITOR YOUR ROAD MAP

Do you monitor the progress towards your ideal life and lifestyle? If the unexpected occurs, will you, your family, and your business be prepared?

MAXIMIZE YOUR RESOURCES

Does your plan minimize your payments in current and future taxes? Do you have the proper financial vehicles in place to do so? Do you have the financial resources available that would enable you to control the asking price should you decide to sell your business?

OBTAIN QUALITY EXPERTISE

Do you know where to get all of proper answers for your legal, tax, employee benefits, college planning, and family issue questions? Do you have a sounding board for your strategies? Who can you contact to help you navigate your personal and business strategies? Are they experienced, competent, and a fiduciary?

Check the background of this investment professional on FINRA's BrokerCheck »