Professional Documents
Culture Documents
Financial Needs Analysis
Financial Needs Analysis
How
much
insurance
do
I
need?
What
types
of
insurance
should
I
consider?
Emergency Fund
If
w e
can
help
you
by
using
the
principles
of
our
financial
needs
analysis
and
offer
suitable
solu>ons
for
you
and
your
family,
would
you
be
willing
to
do
business
with
us?
Proper Protection
If you are pleased with your experience with us, let us know.
Would
you
be
willing
to
refer
friends
or
family
to
us
so
w e
can
share
this
Build Wealth
informa>on
with
them?
Preserve Wealth
10
The
WFG
Financial
Needs
Analysis,
developed
by
World
Financial
Group,
is
based
on
the
accuracy
and
completeness
of
the
data
provided
by
When
inves>ng,
there
are
certain
risks,
fees
and
the
client.
The
analysis
uses
sources
that
are
believed
to
be
reliable
and
accurate,
although
they
are
not
guaranteed.
Discuss
any
legal,
tax
or
charges,
and
limita>ons
that
one
must
take
into
financial
maMer
with
the
appropriate
professional.
Neither
the
informa>on
presented
nor
any
opinion
expressed
cons>tutes
a
solicita>on
considera>on.
for
the
purchase
or
sale
of
any
specific
security
or
financial
service.
6