Financial Foundation Assessment™

The Financial Foundation Assessment™ provides a baseline measurement of your current financial stability. Knowing where you are is the first step in the process towards creating your customized Financial Foundation Blueprint™ to get you where you want to be.

Reliable/Predictable Income                               

(Having enough income to allow you the independence to pursuit whatever you choose. Often referred to as "retirement".)

Select One

Estate Planning

(Directives for what should happen upon your death or incapacitation.)

Select One

Savings/Investments 

Select One

Debt/Liabilities

Select One

Ideal Future™                                         

(Your  vision of the future--Where do you want to be? What do you want to be doing? When do you want to do it?)

Select One

Taxes*  

Select One

Social Security

Select One

Medicare/Health Care

Select One

Risk Management                        

(How prepared are you for the risks that may derail your plan?)

Select One

© 2020 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Evans Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

*Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

square-linkedin-512.png
facebook)icon.png