CFIQ - Are you on track

Clarity Awaits!

Throughout my career and thousands of hours spent in consultations, one question has come up more than any other…

AM I ON TRACK FOR RETIREMENT?

While I could answer this for my clients, I always felt a deep concern for the many people who didn’t have access to a CERTIFIED FINANCIAL PLANNER® to guide them. This gap in access motivated me to create a solution: a quick and easy quiz that provides anyone with personalized feedback on this critical question.
‍
In just 3 minutes, you can complete the quiz below. By answering a few key questions about your financial life, you’ll receive a customized video that evaluates whether you’re on the right path for retirement and outlines the next steps to improve your situation.

Advisors often charge significant fees for this type of guidance, but we wanted to make it available to everyone—entirely free of charge.

Just click the “Start” button below to get started.

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Osaic Wealth, Inc. Member FINRA/ SIPC. Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

‍The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, FL, IN, MD, MA, MO, NJ, NY, NC, PA, TX, UT. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Osaic Form CRS

Are You On Track To Retire?

Clarity Awaits!

Want to Learn More?