A personalized review of your investments, life insurance, and retirement plan — so you can see where you stand and where to focus next.
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Let's start with the basics
This checkup takes about 4 minutes. Your answers help us identify gaps and opportunities in your financial picture. Everything you share is confidential.
📈 Investments
🛡️ Life Insurance
🏦 Retirement
This checkup is for informational purposes only and does not constitute financial, tax, or legal advice. Butler-Davis Financial Group LLC is a Registered Investment Adviser.
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Investments
Let's look at how your money is currently invested and whether it's working as hard as it should be.
1 Do you currently have any investment accounts outside of a workplace retirement plan?
2 How would you describe your current investment strategy?
3 When did you last review your investment allocations?
4 Do you know how much you're paying in investment fees annually?
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Life Insurance
Life insurance is often overlooked until it's too late. Let's make sure your coverage matches where you are in life today.
5 Do you currently have life insurance coverage?
6 Do you know how much coverage you have and whether it's enough?
7 Have you had a major life change in the past 3 years?
8 If you own a business, do you have key person or buy-sell life insurance in place?
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Retirement Planning
Whether retirement is 5 years or 25 years away, the decisions you make today have an outsized impact on what you'll have when you get there.
9 Do you currently contribute to any retirement accounts?
10 If you own a business, does your business have a retirement plan in place?
11 Do you have a clear picture of how much you'll need to retire comfortably?
12 Are you actively using tax-reduction strategies in your retirement planning?
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Almost there — where should we send your results?
Enter your contact info below to unlock your personalized Financial Health Score. J W Davis may follow up to walk through your results — no obligation.
Please enter a valid email address.
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Your information is confidential and will never be sold or shared.
Your Financial Health Score
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Life Insurance
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Retirement
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Key Findings & Recommendations
Ready to take the next step?
Schedule a complimentary 30-minute call with J W Davis. We'll walk through your results together and identify your highest-priority opportunities — with no obligation.