NEXT STEP: Answer the following questions to identify which pitfalls and opportunities you may need to address to ensure your financial future is secure…

How confident are you in your current financial plan?

Very Confident

Somewhat Confident

Not Confident

I don't have a plan

What goals are most important to you in your future? (Select all that apply)

Traveling

Time with Family

Pursuing Hobbies

Working Part-time

Lack of financial stress

Do you have a 401(k), Roth IRA or Traditional IRA?

Yes

Are your investments currently protected from inflation?

Yes

Not sure

Do you currently have an efficient tax savings plan in place?

Yes

I'm unsure

Do you currently have an estate plan in place?

Yes

I'm unsure

If applicable, do you have a college savings plan in place?

Yes

Not Applicable

How would you characterize your stress level related to your finances?

Not Stressed

Somewhat Stressed

Very Stressed

Do you currently work with a financial advisor?

Yes

Are you married?

Yes

Do you own your home?

Yes

Do you currently own a business?

Yes

What is your estimated annual household income?

under $100,000

$100,000 - $250,000

$250,000 - $600,000

$600,000+

What is your total amount of investible assets?

$50,000 - $100,000

$100,000 - $250,000

$250,000 - $500,000

$500,000 - $1,000,000

$1,000,000+

When do you plan to retire?

0 - 5 years
5 - 10 years
10+ years
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How soon are you looking to improve your long-term financial strategy?

Immediately

Within 3 Months

Within the next year

No specific timeframe

Is there anything else you'd like us to know? (optional)

Where do you live?

Full Name *

Phone *

Email *

Investment Management and Financial Planning is offered through Avior Wealth Management, LLC, a SEC registered investment advisor. For more information of Avior, please visit www.brokercheck.finra.org