Important Financial Questions to Ask Yourself

1. Are you continuing to use the same financial strategies that have caused you to lose money in the past? If so, then why?

2. Are the financial products or strategies you are using protecting your assets, growing your money, and providing you financial security in the future?

3. Are you using tax laws to your advantage to grow your money and protect your estate?

4. Are you using financial products that provide income tax free money to your spouse, children, or loved ones in the event of your death?

5. Are you continuing to lose money by following the advice of your current financial advisor? If so, why?

6. How much money are you willing to lose before you take action to stop it?

7. Did your financial advisor or agent talk with you about the risk of losing your money when he made his financial recommendations to you?

8. Did your financial advisor give you recommendations that were in your best interest?

9. Is your financial advisor still taking management fees from your money even though you are losing significant amounts of money following his advice? He is still making money off you even though you are losing money.

10. How much tolerance do you have for the risk of financial loss?

11. How long did it take you to earn the money you now have, and how much of it are you willing to lose? Are you tired of losing money yet?