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1. I have emergency funds equal to 6 months income.

2. I save 15% or more of my gross income on an annual basis.

3. I have eliminated all consumer debt.

4. I have maximum property and casualty insurance.

5. I am comfortable with the current amount of taxes I am paying.

6. My estate plan is current and documented for both state and federal tax efficiency.

7. My life insurance and disability insurance is for full replacement value of my income.

8. I have adequate retirement savings to provide a guaranteed secure retirement income.

9. I have a written investment policy statement that is aligned with my objectives and risk tolerance.

10. My current investment allocations are based upon the efficient frontier philosophy and methodology.

11. I know the amount of internal and external fees in my investment holdings.

12. I am happy with my overall investment performance and returns.

If you answered "Yes" to: 
12 out of 12 = Excellent! Stay the Course
11 out of 12 = Very Good! Update Where Needed
10 out of 12 = Good. Time to contact an SFG Advisor For a Complete Review
9 out of 12 (or less) = Contact an SFG Advisor for a Complete Analysis

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