LiveWealth Group Financial Analysis

Welcome to LiveWealth Group's FREE Financial Analysis Tool. Complete the following 2 minute questionnaire to receive personalized recommendations from our expert financial team.

Name(Required)

First Last

Press Enter

Email(Required)

Press Enter

Phone(Required)

Press Enter

What do you do for a living?

Please select the option that best reflects your profession. If "Other" please describe.

Entrepreneur / Self Employed

Digital Creator

Athlete

Other

Press Enter

What is your annual income?

Please select the range that best reflects your total household income per year.

Less than $100,000

$100,000 - $200,000

$200,000 - $300,000

$300,000 - $400,000

$400,000 - $500,000

More than $500,000

Press Enter

What are your monthly expenses?

Please select the range that best reflects your total monthly expenses (housing, vehicles, insurance etc.)

Less than $5,000

$5,000 - $10,000

$10,000 - $15,000

$15,000 - $20,000

Greater than $20,000

Press Enter

Is your income paid to you personally, or through your business?

Please select the option that best reflects how your income is paid to you. If "Other" please describe.

Personal

Business

Other

Press Enter

What is the structure of your business?

Please select the option that best reflects how your business is structured. If multiple businesses, select all that apply.

Sole Proprietorship

Partnership

Corporation

S-Corporation

LLC

Press Enter

What is your marital status?

Please select one option. If "Other" please describe.

Single

Married

Divorced

Widowed

Other

Press Enter

Do you have children?

Please select one option

Yes

No

Press Enter

How much do you have in current assets?

Please select the choice that best reflects your current total assets (stocks/bonds, real estate, retirement accounts, cash in bank, etc.)

>$50,000

$50,000 - $100,000

$100,000 - $200,000

$200,000 - $500,000

Greater than $500,000

Press Enter

Do you invest in any of the following?

Please select all that apply.

Real Estate

Stocks/Bonds

401k

IRA

Cryptocurrency

Press Enter

How much do you have in current debts?

Please select the choice that best reflects your current total debts (mortgage, student loans, auto loans, credit cards, etc.)

>$50,000

$50,000 - $100,000

$100,000 - $200,000

$200,000 - $500,000

Greater than $500,000

Press Enter

Do you have any of the following Risk Planning strategies in place?

Please select all that apply.

Life Insurance

Family Trust

Estate Planning

Personal Umbrella Policy

Press Enter

What type of life insurance do you have?

Select all that apply.

Individual Term Life

Individual Whole/Universal/Variable Life

Group term through employer

Press Enter

What are your overall financial goals?

Please select all that apply.

Tax Savings

Investment Growth

Risk Management

Financial Planning

Business Financial Strategies

Press Enter

Press Enter

Who We Are
What We Do
Who We Work With
Contact Us

Who We Are
What We Do
Who We Work With
Contact Us

Schedule a Call

Free Financial Analysis