How much do you know about your financial plan? TNSPG

How much do you know about your financial plan?

Answer the brief questionnaire to learn the efficiency of your plan.

After completing the form and filling in your contact information you will receive an email with the assessment and your score.

If you score lower than 90 we can provide you with actionable steps right now that you could take to improve your plan.

Personal Financial Questions*

	Not Sure	Strongly Disagree	Somewhat Disagree	Somewhat Agree	Agree	Strongly Agree
I know the exact coverage amount that I have for auto, homeowners, umbrella, long term care and health insurance.
I know the differences between term, universal, and whole life insurance and the details of my coverage.
I know what qualifies me to receive my benefits on my disability policy and my long term care policy.
I know that the average person pays between 8-12% of their income towards insurance coverages (auto, home, umbrella, health, long term care, disability, life insurance).
I’m saving 20% or more of my gross income and have a strategy to pay off debt while maximizing savings.
I’m building a balanced plan using tax free, tax deferred, and taxable assets.
My mortgage payments (principal and interest) or rent payments are less than 15% of my gross income.
Not all my savings goes towards 401ks and/or IRAs (“retirement accounts”).
I have a strategy in retirement that doesn’t require me to live only on the interest generated by my investments.
When I retire I will be in a higher income tax bracket because my income will be higher.

Your Score

Did you score lower than 90?

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CJ Burnett and Tom Seeko are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representatives of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Westshore Financial Group, Inc. is not an affiliate or subsidiary of PAS or Guardian.

Guardian does not issue nor advise for Auto, Homeowners, Umbrella, or Health Insurance. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2019-76481 Exp. 3/21