Take The Assessment To Learn Which Program

Makes The Most Sense For Your Unique Situation

Full Name *

Do you have life insurance now? *

Yes

No

Do you need more life insurance? *

Yes

No

Not Sure

When was your last policy review? *

Are you open to learn how life insurance can provide living benefits for you while protecting your family? *

Yes, I believe it's important

No

Do you feel confident when it comes to managing your finances? *

Yes

No

Sort of

Great, have you already implemented a plan for retirement? *

Yes

No

Not sure

Would having a financial blueprint help you save, reduce debt and prepare for retirement? *

Yes, absolutely

No, there's no hope for me

Not sure

Are you currently on track to hit your retirement goals? *

Yes

No

Not sure

Are you an entrepreneur / business owner? *

Yes

No, I only a w2 employee

I am a w2 employee AND business owner

Are you open to business coaching to grow your business? *

Yes, I believe a coach is essential

No, not at this time

Not sure

Do you currently have a plan in place to save money on taxes? *

No, I use Turbo Tax, HR Block or Other Big Brand to file my taxes

No, I have a tax lady or tax guy who files my taxes

No, I have a CPA

Yes, I work with a skilled Tax Strategist who has designed a customized tax savings plan for me

Not sure

Would you like a plan to legally reduce the amount of taxes you pay? *

Yes, absolutely

No, I like overpaying taxes

Are you interested in life coaching? *

Yes, I need a coach!

No, not at this time

Thank you for taking our assessment! Where should we send your results?

Email *

Phone *

I agree to terms & conditions provided by Johnson Legacy Group. By providing my phone number, I agree to receive text messages from the business.

Email: [email protected]

Phone: 404-974-9914