Wealth Strategy Quiz

1
Do you have a written financial plan that coordinates your investments, taxes, estate, and legacy goals?According to a study done by T Rowe Price, 62.5% of survey respondents with a formal plan reported more confidence about their financial outlook.
Yes – I have a detailed written plan that integrates all aspects.
Somewhat– I have a plan but not fully coordinated.
No – My plan is informal or fragmented.
Not sure – I’m unclear if my plan covers all areas.
2
Is your portfolio diversified beyond stocks and bonds, such as alternatives, private markets or real assets?Why You Should Consider Alternative Investments
Yes – I have exposure to alternatives, private markets, or real assets.
Somewhat – I have limited exposure beyond traditional investments.
No – My portfolio is mostly stocks, bonds, and cash.
I am not sure how my portfolio is currently allocated.
3
Is your portfolio intentionally structured to balance risk, provide access to liquidity, and minimize taxes?While taxes are inevitable, today’s investors have a range of strategies and tools to help manage them. Read more.
Yes – My portfolio is carefully designed with all three goals in mind.
Somewhat – I have considered these factors, but not in a coordinated way.
No – My portfolio has evolved without a clear strategy for these priorities.
Not sure – I am unclear how my portfolio is positioned in these areas.
4
Email* This field is required.
5
Do you have an income strategy that intentionally coordinates investment withdrawals, Social Security timing, and tax brackets throughout retirement?Read more strategies to help minimize your tax implications in retirement.
Yes
No
Unsure
6
Which of the following advanced tax strategies are you currently using to manage your lifetime tax exposure?
Roth conversions
Tax-loss harvesting
Charitable giving (e.g., DAFs, CRTs)
Asset location (tax-deferred vs. taxable)
None / Not Sure
7
Have you reviewed whether you are likely to face federal or state estate taxes?
YESNO
8
When was the last time your financial team collaborated on your behalf?Discover how Fragasso’s approach can guide your financial journey.
Within the last 12 months.
Over a year ago.
They do not coordinate.
I have a financial advisor, but not a full team.
I do not have a financial advisor.
9
What best describes your reason for taking this quiz?
I want a second opinion on my current plan.
I am curious what others at my level are doing.
I am approaching retirement or planning a liquidity event.
I feel confident but want to double-check.
10
Annual household income
Over $500K
$200 - $350K
$350K-$500K
Under $200K
11
Please check the following that apply to you:
401(k)/403(b)
Have an IRA
Stock options
Business owner
Have children under 18
Have life insurance policy(s)
Real estate investments
Have investment/brokerage account
12
Investable assets* This field is required.outside of current employer retirement plan
Over $3M
$1M - $3M
$500K-$1M
$250K-$500K
Under $250K
13
Zip code
14
Name* This field is required.
First Name
Last Name
15
Birth yearyyyy
16
Phone numberoptional
Please enter a valid phone number.
Should be Empty: