The 3 Halves of Life – First Half (Working Saver) First Half (Working Saver) Step 1 of 8 12% Welcome, Working Saver! Click the “Begin” button to answer your first question. Do you currently have a plan in place to protect your future income?*YesNoGREAT! We look forward to learning more about it.That's alright! We have some ideas on how we can protect your family should something happen to you. Did we mention that it builds accessible cash value tax free? Do you have at least $3,000-$5,000 of savings currently at the bank?*YesNoGood work! You never know when you'll need access to funds in an emergency.Ok. Tony thinks this is one of the most important things a younger saver should have access to. Just in case… Do you have money you'd like to invest immediately?*YesNoWe can help. We'll have some better suggestions once we learn a little more about you.We understand. We'd be happy to help you review your current investments and let you know our thoughts. The fees might surprise you. Do you currently have any outstanding credit card debt, student loans or car payments?*YesNoDon’t sweat it. Things happen. We can help address this when we better understand your goals for saving.Awesome. I bet that feels great! Let us help you navigate some of the other financial headwinds in life. Are you currently participating in any Individual Retirement Plans?*YesNoOk. Let's take a look at whether this plan helps of hurts your tax diversification as you build your wealth. Are you currently spending more than you make?*YesNoLet's take a look at your monthly spending and see how we can address this. We know things come up, but let's get you back on track.That's a good thing! How are you using the month end surplus to better prepare yourself for the future? Thanks! Now just fill out your info below and click the “Send” button. Once we’ve received your feedback, we’ll be in touch within 72 hours.Contact InfoFirst Name*Last Name*Email* Phone Send This iframe contains the logic required to handle Ajax powered Gravity Forms.