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