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