Cash
Flow
Strong financial preparedness requires an awareness of money coming in and money going out. This category covers budgeting, debt management, emergency fund, and more.
Tax
Strategy
No one wants to pay more taxes than they have to, yet most people are without knowing it. Learn how to pay what you should but not more.
Investment
Planning
Do you have a process to make smart investment decisions? Understanding your goals and risk tolerance will make a world of difference.
Retirement
Planning
Decide when you want to retire and find out if you are on track to achieve your goal.
Risk
Management
Do you know what risks exist that could negatively impact your financial plan?
Estate
Planning
Plan ahead to make sure your assets pass the way you want them to and reduce stress for your loved ones.
Out-of-Reach Retirement
This the portion of people who fear they will not have enough money to retire with.
Diminished Living Standards
This is the number of people who feel they can't maintain their current lifestyle.
Strategic Tax Efficiency
This is the quantity of people believe they are paying more taxes than necessary.
Comprehensive Estate Planning
This many people do
not have a will, risking estate complications and heir impact.
TERMS AND CONDITIONS
Legacy Investment Planning and its, owners, employees, agents and representatives (collectively “Legacy”) provides PLANScore, a financial readiness assessment tool (“PLANScore”) for informational purposes only. Use of and access to PLANScore is subject to these terms of use and all applicable laws.
NO INVESTMENT ADVICE
This material is for informational purposes only and is not legal, tax, or investment advice, an indicator of future performance, a solicitation, an offer to buy or sell, or a recommendation for any specific product or for making investment or financial decisions. PLANScore results provide a basic readiness assessment that is based on information and assumptions provided by you regarding your goals, expectations and financial situation, but it does not guarantee financial success or replace more detailed financial planning. Lower PLANScore results may indicate more attention or work is needed in a given subcategory, while higher PLANScore results may indicate subcategories where progress is being or has been made. Your PLANScore results do not constitute professional and/or financial advice. Consider your own financial circumstances and goals carefully before investing or purchasing financial products. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or content in PLANScore in making any decisions based on such information or content. In exchange for using PLANScore, you agree not to hold Legacy, StoneX Advisors Inc. or its affiliates liable for any possible claim for damages arising from any decision you make based on information or content made available to you through PLANScore. Notwithstanding the foregoing, nothing herein constitutes a waiver of any of your legal rights under applicable federal securities law or any other laws whose applicability is not permitted to be contractually waived. Before making any decision, consult your own tax, financial or legal advisors regarding your situation.
With clarity comes confidence.
Get real feedback on your personal finances today with this free assessment.
With clarity comes confidence.
Get real feedback on your personal finances today with this free assessment.