Where Purpose Meets Planning Quiz
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Question 1 of 5
1. Question
75% of high net worth individuals say they want to leave an inheritance to their children and 50% feel their children are prepared for it.
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Question 2 of 5
2. Question
Only 45% of high net worth individuals have executed a will.
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Question 3 of 5
3. Question
Over 75% of children of high wealth families are being educated about aspects of wealth before a wealth transfer.
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Question 4 of 5
4. Question
71% of consumers report being more confused after meeting with their financial advisor than before.
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Question 5 of 5
5. Question
A financial advisor can provide what the internet cannot – clarity, direction, and follow up.
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