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Your Financial Journey Starts with LG Financial

289.339.8100
info@lgfinancial.ca

Home
Savings & Investments
Financial Advice
About Us
Blog
Contact Us
- Financial Readiness Survey

Financial Readiness Survey

Home
Financial Readiness Survey

Financial Readiness Survey

10 Critical Financial Questions Every Family Should Consider

🧩 Life Insurance Coverage

Do you currently have life insurance?

Yes No Not Sure

If yes, what type of policy do you have?

Term Life Whole Life / Permanent Unsure

How much coverage do you currently have?

Less than $250,000 $250,000–$500,000 $500,000–$1,000,000 Over $1,000,000 Not sure

When was the last time your policy was reviewed or updated?

Within the last year 1–3 years ago Over 3 years ago Never

If something unexpected happened to you, would your family have enough to cover living expenses long-term?

Yes No Not sure

🧰 Disability & Critical Illness Protection

Do you have income protection in case of disability or serious illness?

Yes, both Only disability Only critical illness No Not sure

Could you maintain your current lifestyle if you couldn’t work for 6 months?

Yes No Not sure

📁 Legal & Estate Planning

Do you have a valid Will and Power of Attorney in place?

Yes No Need help with this

Would your family know what to do legally and financially if something happened to you?

Yes No Not sure

📊 Investment & Financial Planning

When was the last time your investment strategy or financial plan was reviewed?

Within the last year Over a year ago Never Not sure

✆ Request a Free Consultation

Email Id.

Phone No.

Would you like a free 15-minute consultation to review your current plan and identify any gaps?

Yes, please contact me Not right now

This free consultation is part of LG Financial Group’s community outreach and employee benefits program.

No pressure, no obligation—just smart planning.
Goran Lacic | Financial Advisor
📞 289-339-8100
✉️ goran@lgfinancial.ca
🌐 www.lgfinancial.ca

Optimize Your Financial Strategy

Tell us your needs, and we'll enhance your benefits and savings.

Your trusted partner in Group Benefits, Pensions, and Wealth Management.

info@lgfinancial.ca

4145 North Service Rd. Unit 100 Burlington,Ontario L7L 6A3

Our Services

Group Benefits
Group Pension & Saving
Corporate Tax Planning
Wealth & Estate Management
Advanced Financial Planning

Recent Posts

Wealth and Estate Management 3 85x85

Wealth and Estate Management: Securing

Corporate Tax Planning Strategies to Maximize Savings for Your Business 2 85x85

Corporate Tax Planning Strategies to

Subscribe Now

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