Financial 101 Survey
1. Have you ever had a FNA (financial Needs Analysis)? *
Required
If you answered yes, when was the last time you had an FNA?
Your answer
2. Would you be interested in sitting with a Financial Consultant and receiving a free 1 hour session on how money works as well as places to save your money other than a bank? *
Required
3. Do you have a Estate plan(Wills, Trusts, Power of attorney)? *
Required
4. Have you started planning for you kids/kid/grandchild college plan? *
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Did you know as a parent you are now responsible to pay a portion of your child student loans? *
Required
5. If you have a 401k/403B/SEP IRA/TSA as a retirement plan would you be interested in learning how they work and how most of the time they are not beneficial to the worker who participates in theses retirement plans? *
Required
Would you be interested in learning away to save for your retirement where you pay taxes in the beginning and no more after even when you pull money out? *
Required
Name: *
Your answer
Telephone number: *
Your answer
Best time to call: *
Time
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For more information you can reach us at:
1136 S Delano Court West Suite B201
Office Number: 312-528-3245 l
email: Axiantamidwest@gmail.com
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