The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score.
FIG Family of Businesses working together to help you!
This is a custom survey to help gather up-to-date important information in a quick and private manner. We plan to use this information to ensure there are no gaps in our clients' financial plans. Please take the time to fill out this brief survey below:
Use money you already have. No need to come up with additional funds. Funds grow tax-deferred and pass tax-free to your named beneficiaries. Call us to discuss this final piece in your financial planning.