Wealthy Choices® Working Survey:


Is your account for fun and entertainment big enough?
Yes No
Are you contributing 10-15% or more to your retirement?
Yes No
Is the amount you are paying on debts less than 40% of your take home?
Yes No
Do you have a back up plan for being out of work for an extended time for whatever reason?
Yes No
Are you confident about your strategy for growing your money?
Yes No


answers












 

 

Wealthy Choices® LLC, Penelope S. Tzougros, PhD, ChFC, CLU, 130 Turner Street, Building 3, Suite 230, Waltham, MA 02454. Phone: 781-893-0909 ext. 238. EMail: penelope@wealthychoices.com
Financial planning through Wealthy Choices® LLC. Securities are offered through LPL Financial, Member FINRA/SIPC.
Wealthy Choices is a trademark of Wealthy Choices® LLC and is registered with the U.S. Patent and Trademark Office. © 2009 ~ Wealthy Choices® LLC