Plante Moran Financial Advisors | Financial Independence Self-Assessment
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 Financial Independence Self-Assessment 


Where are you on the path to financial independence?

 
 
Take our brief self-analysis. Ask yourself these questions:
 
 
1. Have you set and documented investment goals?
 
2. Are your investments performing as well as you would like?
 
3. Can you maintain your current lifestyle in retirement?
 
4. Do you know how much estate tax your heirs will pay?
 
5. Do you save as much money as you think you should?
 
6. Does your investment strategy maximize after-tax net worth?
 
7. Are you taking maximum advantage of available company-provided retirement plans and fringe benefits?
 
8. Have you considered a tax-advantaged savings plan to provide for your children’s college education?
 
9. Do you know what your net worth is and what you would like it to be when you retire?
 
10. Do you have a personal CFO?
 
 
If you answered “no” to any of the above questions, then our wealth management services would be of value to you.
 
To learn more about how we can help you develop a customized wealth management strategy that is critical to meeting your financial goals, simply complete the form below and submit.
 
 
 
 
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