Broker Check

Strategy Assessment

To increase the value of our time together, you will need to provide some information so we can better meet your needs. Specifically, we have developed an online questionnaire that can help gather this information.
Strategy Assesment: Your confidential assessment will help us quickly gain an understanding of your current financial situation, what things are important to you and your goals, both short-term and long-term. It will take some time to fill out the assessment, but your investment of time will be well worth it.

When you choose to fill-out your Secure Stategy Assessment online, you won’t need to complete it all at once. You can save your work in phases until it’s complete. When finished, enter ‘submit’ and you’re done.

Before you get started, however, I recommend watching this short video, which describes how to take advantage of our unique online questionnaire to the fullest:

When you are ready to proceed, please click below to access:

Strategy Assessment (click here)

Social Security Maximization (Click Here)

Rule of 100 (Click Here)

Health Assessment (Click Here)