Do I Need An Advisor?

Take our Quiz to See if Expert Guidance Could Make a Difference

Personal finances can feel like a big puzzle, but you don’t have to do it alone. Whether you’re figuring out retirement savings, thinking about investments, or just want to make sure you’re on the right track, a financial advisor might be the support you need. Wondering if it’s a good fit? Take a quick quiz below to find out how an advisor could make a difference for you!

1. Do I know ways to lower the taxes on my IRA and 401(k) for a more comfortable retirement?

YES

2. Has my CPA talked with me about eliminating taxes on my Social Security benefits?

YES

3. Is my estate protected so I can stay in my own home if I have long-term care expenses?

YES

4. Do I know why a trust may be more effective than a will and why I may need one?

YES

5. Will I maintain my purchasing power through high inflation and market volatility?

YES

6. Am I aware of the legal consequences of placing children on my bank accounts or home?

YES

7. Do I understand probate and how to avoid it?

YES

8. Is my approach to charitable donations, including tithing, tax-efficient?

YES

9. Are my assets protected from being forced to surrender to Medicaid?

YES

10. Does my retirement income protect me from taxes and inflation, so it will last my entire lifetime?

YES

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Office: (801) 783-1900
Fax: (801) 657-5174
2825 Cottonwood Parkway, Suite 500
Cottonwood Heights, UT 84121
contact@rmpsr.com

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