GENERATIONAL PLANNING SCORECARD

Creating & perpetuating wealth for GENERATIONS

The Results Are In!

Congratulations on completing your Generational Planning Mindset Scorecard!

Accumulation Vs Utilization

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View of The Economy

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Growing Assets

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Cash Flow

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Investments

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Purpose

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Taxes

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Control

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TOTAL

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What does this mean? See below.

What Do Your Results Mean?

Now that the results are in, let’s learn what they mean. We will focus on the “GOAL” totals since this is where you WANT to be.

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BEGIN YOUR GENERATIONAL PLANNING

If you scored “49” or higher on your scorecard then you have the mindset for creating a generational plan. Schedule Your Financial Future Assessment to get started!

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Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through AE Wealth Management (“AEWM”), a registered investment advisor. Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, AEWM and MAS are not affiliated entities.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brian Skrobonja is stated or implied. The awards, accolades and appearances are not representative of any one client’s experience and is not indicative of future performance. Each of these awards have set criteria for their nominations and eligibility requirements.

Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.

This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Our firm is not permitted to offer and no statement made during this presentation shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.

The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm.

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