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Financial Profiler (Part II)
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Please answer the following questions as TRUE or FALSE:(keep track of how many you answer FALSE)
1) The government has the majority control over the distribution age and taxation I will pay upon withdrawing funds from my 401k.
2) There are investment products that are free from creditors while remaining liquid for personal use.
3) My retirement plan will continue to make deposits on my behalf if I should become totally disabled.
4) Paying Cash is one of the least efficient ways of buying a car.
5) My Will and Trust have been reviewed in the last three years.
6) I have my car and homeowner’s policies review yearly.
7) I have a CPA who is proactive in assisting me in lowering my taxable income.
8) I understand the meaning of a Lost Opportunity Cost.
9) I know the difference between an Average Rate of Return and an Actual Rate of Return.
10) I understand how different investments vehicles are taxed, and I invest in those investments vehicles that have least government restrictions.
If you answered "FALSE" to at least 7 of the questions above, You are limiting your Prosperity Potential and you are an ideal match for Chris Dantin Financial Services.
If you answered "FALSE" to 4 - 6 of the questions above, Chris Dantin Financial Services can help you maximize your wealth.
If you answered "FALSE" to 1 -3 for the questions above, There are indications that Chris Dantin Financial Services could help you with your growth strategy.
Contact us by phone at 225.766.9700 ext. 311 or send us an email.
View and download our Financial Questionnaire
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