Monday, March 15, 2010

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Your Financial Checklist

Create your own personal financial checklist.


When you answer these simple questions, we build a personal checklist of topics which can help you create your financial plan. LGFCU will only use your personal data to generate this checklist. Your data is not stored or shared.
1. Do you have dependents?

2. Do you have children at home?

3. Are you self-employed?

4. Will you retire soon?

5. Are you already retired?

6. Are you an experienced investor?