By taking the Financial Planning Test, you've taken the first step towards developing your own personal financial plan. For now, just compare your total score to the chart below. You'll find out whether you should be investing a portion of your money in addition to saving it... a move that could take you even closer towards achieving your financial goals.
FINANCIAL PLANNING CHART
If Your Test Score is...
15 points or less: You should continue to save and consider putting money into a basic investment vehicle. We also recommend that you consider contacting one of the investment center professionals to help you establish a plan to accumulate more assets and better define your investment goals.
16 to 39 points: You should contact one of the investment center professionals today to begin an investment program. You're doing a good job of accumulating assets, but your financial picture has become involved enough that you would benefit greatly with some professional guidance. Speak to one of the investment center professionals.
40 points or more: You have the resources and the need to refine your investment program. It's also important to make certain that all the elements of your financial picture are working together and as productively as possible. We recommend a comprehensive financial evaluation of your situation to reveal those areas in need of updating. You should make an appointment as soon as possible with one of the investment center professionals.
This chart is for your information only. Your total score does not recommend a particular securities product. There is no guarantee that any securities product will achieve its investment objective. Values will fluctuate so that upon redemption may be worth more or less than the original cost.
Carefully consider a fund's, contract's and sub account's investment objective, risks, charges and expenses before investing. This and other information is contained in the prospectus. Always ask your representative for a prospectus and read it carefully before investing.
Securities offered through Great American Advisors®, Inc. Member FINRA located at State Bank of Wheaton, 921 Broadway, Wheaton, MN 56296 320-563-8142. GAA is not affiliated with State Bank of Wheaton.
