FNA
Financial Needs Analysis
The WFG Financial Needs Analysis is a suitability and needs analysis developed by World Financial Group. The analysis is based upon information obtained from sources believed to be reliable and accurate. However, discuss any legal, tax or financial matter with the appropriate professional. Neither the information presented nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any specific security or financial service.
· Earn additional income · Manage expenses Debt Management · Consolidate debt · Strive to eliminate debt Proper Protection · Protect against loss of income · Protect Family Assets | Asset Accumulation · Outpace inflation/minimize taxation · Professional money management Emergency Fund · Save three to six months' income · Prepare for emergency expenses |