ASSESSMENT Take our 5-minute assessment and find out ifyou are paying too much in taxes! VisionHow important are these goals to you?*Not important at this timeImportant at this timeVery important at this timeProviding for surviving spouse or beneficiariesSavings for emergenciesSupplemental retirement income in addition to social securityGifting to familyGifting to charitiesPaying off business and/or personal debtTreating all of your beneficiaries equallyMaximizing tax-deductible retirement contributionsIncreasing current incomeEnjoying activities now and in the future that for some reason were delayedImplementing retirement plans designated only (primarily) for the business owner.At what age do you plan to retire? (Retire and retirement signify when you can fund your lifestyle from past, properly invested successes and not from active involvement in your business.)*18 to 3031 to 4041 to 5051 to 6061 to 6565 to 6970+In today's dollars, how much annual income will you need in retirement?*Less than $35,000$35,001 to $50,000$50,001 to $75,000$75,001 to $100,000$100,001 to $135,000$135,001 to $180,000$180,001 to $275,000$275,001 to $500,000Over $500,001How much accessible cash will you need after age 65?*Up to $500,000$500,001 to $800,000$800,001 to $1,000,000$1,000,001 to $1,750,000$1,750,001 to $2,600,000$2,600,001 to $3,200,000Over $3,200,000Structure and ComplianceHas your legal structure been reviewed by a lawyer and does it match your company's vision and exit strategy?*YesNoI don't knowWhat tax return do you file for your main business?*Form 1040/CForm 1065Form 1120SForm 1120I don't knowMeasurementEach month, do you receive a balance sheet, income statement, and statement of cash flow from your bookkeeper?*YesNoDo you use your financial measurements to predict your future?*YesNoDoes your tax advisor predict your taxable income at least 3 times during the year?*YesNoExitAre you funding after-tax investments?*YesNoAre you funding a 401(k)-type retirement?*YesNoAre you funding a tax strategy just for you to decrease your future income taxes and provide for your retirement?*YesNoSupplemental QuestionsWhat are your 2 biggest tax & financial frustrations? (Please be sure to select 2)* Amount paid for income and payroll taxes Market losses on my investments Not enough gross revenue How easy money comes and goes for lifestyle Not enough money for the lifestyle I want Not sure I can reach the amount needed in the future How do you feel about market loss and market gains?*I am comfortable with unlimited market gains and unlimited market losses.I am not comfortable with unlimited market gains and unlimited market lossesI am comfortable with a cap on gains at 12% (+/-) and losses were capped at 0%What is the primary purpose of the tax code?*To raise money for the governmentTo raise money for the government with some loopholes benefiting othersTo help me succeed by providing substantial tax benefitsWhat is your age group?*0-1718-3031-4041-5051-6061-6565-6970+How much income tax did you pay last year? (Use lowest number within that range)*$0 to $10,000$10,000 to $20,000$20,000 to $30,000$30,001 to $50,000$50,001 to $75,000$75,001 to $135,000$135,001 to $280,000Contact InfoName* First Last Business Name*Email* Phone*TotalRepresentative*Betty NelsonGary WelchJazmin MartinezJoel FuesselJohn BrookeLaura CleverleyOrson WhitmerShanna DavidTom JohnsonNonePercentagePlease press Submit to complete.PhoneThis field is for validation purposes and should be left unchanged. This iframe contains the logic required to handle Ajax powered Gravity Forms.