Quiz
1 / 20
Are you aware of the benefits of gifting assets to family members for tax purposes?
2 / 20
Are you aware of the tax benefits of charitable giving as part of your estate plan?
3 / 20
Do you have a common law trust that is tax-exempt?
4 / 20
Do you have a tax-free bank account in a Tax Shelter country?
5 / 20
Do you file personal income taxes?
6 / 20
Do you have any outstanding debts? If so, are they manageable?
7 / 20
Do you have a will or estate plan in place?
8 / 20
Do you have a Roth IRA?
9 / 20
Do you have an emergency fund that covers at least 3-6 months of expenses?
10 / 20
Do you have funds in an investment account that enjoys compounding interest?
11 / 20
How often do you travel and find yourself not exposed enough to international business or investment opportunities?
12 / 20
Do you use your social security to file for EINS for your entities?
13 / 20
Are you interested in exploring alternative private banking options?
14 / 20
Do you have any assets offshore/abroad?
15 / 20
How would you describe your current financial knowledge?
16 / 20
Do you have a 401K plan?
17 / 20
Are you holding any commodity assets like Gold or Silver?
18 / 20
Do you have a budget that you follow regularly?
19 / 20
Have you planned for any significant life events, such as buying a home or retirement?
20 / 20
Are your beneficiaries clearly designated on all your financial accounts and insurance policies?
Your score is
At TMW Advisory, our mission is to empower you to achieve abundant living through innovative and personalized wealth strategies.
