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Financial Assessment
AtomicDC
2021-04-21T20:05:13+00:00
This short assessment will help you determine if you are a financially
ready for additional support.
First Name
*
Last Name
*
Phone Number
Email
*
I am
*
An individual
A business owner
I own a business with 3 or more employees
*
Yes
No
My business has been established for more than one year.
*
Yes
No
My business is meeting my lifestyle needs and I am looking for advice on "bigger picture" ideas.
*
Yes
No
I am concerned about one of these areas
*
Determining how to retire from my business.
Protecting and retaining one or more key people that I would be concerned or feel economic loss should they leave my company.
Reviewing our buy-sell arrangement with a business partner or partners, since it has been at least a year since we have reviewed or we do not have one.
Optimizing our company retirement plan to determine if there are possible cost savings or additional benefits available.
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