As a self-employed individual, or a business owner, which of the following statements best describes you?
What type of financial assets do you currently have?
Assets that qualify include: retirement account balances (401k, IRA etc.), home equity, bank account balances, mutual funds, stocks, cash value life insurance, annuities, etc. Assets that do not qualify: collectibles, vehicle equity, debt, etc.
Please tell us your age so we can customize your report?