First Senior Financial Group

Crash-Proof Retirement with Phil Cannella on the 10! Show

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Are You Ready for a Personal Financial Checkup?

Click here to read about our Proactive
3-Appointment Process

Because we're specialists working only with people in retired years, our elite retirement advisors have the little-known, Crash-Proof™ financial remedies for every concern listed below in our Personal Financial Checkup.

If you think you're one of the millions of seniors that will benefit from a free, no-obligation consultation with one of First Senior Financial Group's elite retirement advisors, first complete the Personal Financial Checkup below. Once you're finished, enter your personal information in the form and click Submit. One of our professional scheduling coordinators will contact you promptly.

Personal Financial Checkup

For each question below, rate your concern about the topic.
"4" means you are extremely concerned, and "1" means you are not concerned at all.

1-Not Concerned 4-Extremely Concerned

1) Even if you currently have enough money, are you concerned about having enough income in 10 or 20 years due to inflation?	1 2 3 4
2) Are you concerned about having to change your lifestyle in later years due to loss of spouse and thus their Social Security income and even their pension?	1 2 3 4
3) Are you concerned about loss of principal due to stock market declines or even crashes?	1 2 3 4
4) Are you concerned about not knowing a way to Crash-Proof™ your estate for you, your spouse and generations to come?	1 2 3 4
5) Are you concerned about the three taxes that can decimate your IRAs and other retirement accounts?	1 2 3 4
6) Are you concerned that you’re paying too much in income and Social Security taxes?	1 2 3 4
7) Are you concerned about nursing home expenses impoverishing you or your spouse?	1 2 3 4
8) Are you concerned that you are not working with the right advisor to carry you through your retired years?	1 2 3 4

Complete the form below to be contacted by First Senior Financial Group.
	(Fields marked are required.)*
First Name *
Last Name *
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Age*
Yes No	* Are You Retired?
Yes No	* Are You Married? (We ask that if married, both spouses attend the initial consultation.)
	* What is your estimated investable asset level, not including your home? (We ask this so that we can be sure to match you with an appropriate advisor.)
	* *
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