How Financially prepared Are You for Life’s Surprises?

Life is full of unexpected events—job changes, health issues, or market shifts. How prepared are you to protect your financial future?

Take our quick 5-question quiz to assess your financial readiness and uncover opportunities to strengthen your plan.

‍Ready to find out?

Question 1

How confident are you in your ability to maintain your lifestyle if you experience a sudden drop in income?

Very confident

Somewhat confident

Not confident at all

Question 2

Do you currently have a plan for covering healthcare costs and long-term care in retirement?

Yes, it's fully covered

I have some coverage, but I’m not sure if it’s enough.

I don't have a plan yet

Question 3

How well do you understand the tax impact of your retirement withdrawals?

I have a clear strategy in place.

I know it’s important, but I’m not sure if my plan is optimized.

I haven’t thought much about it.

Question 4

If the market took a sudden downturn tomorrow, how would you feel about your portfolio?

I’m confident my investments are stable.

I’d be somewhat worried.

I’d panic and not know what to do.

Question 5

When was the last time you reviewed your financial plan with an advisor?

Within the last year

Over a year ago

I don’t have a financial plan.

Get Your Results

First Name*

Last Name*

Email Address*

Phone Number*

Asset Level*

By submitting this form, you agree to receive marketing communications from W.A. Smith Financial Group. You can opt-out at any time.

Thank you! Your results are on the way!

Oops! Something went wrong while submitting the form.