Are You Financially Fit?
Discover Your Financial Proficiency
First, take a two minute quiz that covers topics such as
- Personal Assets
- Retirement Goals
We will evaluate your responses to give you a comprehensive report on how well you are managing your personal finances and preparing for your future across critical lifestyle areas.
What's your Risk?
Many people have more risk in their portfolios than they realize. Take the short quiz below to evaluate your current financial situation.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a registered investment advisor. IFP and Connors Wealth Management are separate entities from LPL Financial.