need a wealth manager?

Take this quick self-assessment to help determine if it’s time for a Wealth Manager.

QUIZ

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

question 1

I am concerned about protecting my wealth

>

question 2

I plan to retire in the next few years; I want to know if I have enough

>

question 3

We have saved over $250,000

>

question 4

We have accounts in so many places we can't keep track of all of it

>

question 5

I think we have enough life insurance but am not sure

>

question 6

We want a plan for our financial future

>

question 7

We've been retired for a while now but are concerned we might outlive our money

>

question 8

I have an aging parent for whom I may need to care in the future

>

question 9

I have small children I will want to send to college

>

question 10

We don't have our wills or a trust set up yet

>

question 11

I have a retirement plan through my work. But I don't know much about it

>

question 12

We are paying a lot in taxes. We want to know if we can do anything about it

>

question 13

We retired within the last few years and want to know if we are going to be okay

>

question 14

We hire experts to help us in areas where we are inexperienced

>

question 15

We need someone we can trust and who understands us

>

yes! It's time for a Wealth Manager.
We'd love to speak with you about how our process, The WealthPath can help. Please click here to contact us and get started.

no. you don't need a Wealth Manager at this time. We believe you would benefit from a review of alternate options at this time.

one two three four five six seven eight nine ten eleven twelve thirteen fourteen fifteen