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Please answer the following questions as best you can. We’ll create an assessment of your current situation, together with some recommendations. It shouldn’t take you more than three minutes or so to answer the questions. Your assessment report will be generated automatically, and you can print it out for future reference.
If you have questions or comments, please contact us. We’re happy to help.
When you get your results, you’ll also have the opportunity to email a complimentary Fiduciary Checklist, which we hope you’ll find useful. You can also request our quarterly newsletter. In addition, you’ll be able to request a more detailed complimentary retirement plan review/benchmarking report.