Do YOU Need a Financial Advisor?

Take our simple quiz to find out how hiring a financial advisor can benefit you.


Yes
No
 
1. Do you save at least 10% of your monthly income?
2. Do you pay off your credit cards each month?
3. Do you systematically track your finances?
4. After your taxes are prepared, do you feel like you have taken all the deductions you are entitled to?
5. Have you had a tax-planning appointment with a professional in the past year?
6. Do you have a current will, and--if so--have you reviewed it in the last five years?
7. Has your life insurance policy been reviewed in the past five years by an objective professional?
8. Have you written out your long-term goals?
9. Are your investments structured to meet your long-term goals?
10. Are you satisfied with the return on your portfolio?