10 easy questions will assess your financial planning and wealth management goals, and gauge if you’re armed with the essential financial facts for retirement, investing & unexpected life events.

At the end of the quiz, Harbor West hopes to provide you with information and services that can lead you to a healthy, happy, and financially stable future.

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1. GOALS: Do you have financial goals?

  • Yes. I know my goals and how/when I want to achieve them.
  • Yes. But I haven’t determined the details of my goals yet.
  • No. The future looks fuzzy and it’s hard to set goals.

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Contact us today for more information.

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Regulatory Disclosure: The information on this website has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This website is neither an offer to sell nor a solicitation to buy any securities. Gerard Gruber offers Securities and Investment Advisory and Financial Planning service through Geneos Wealth Management, Inc, Member FINRA/SIPC.  Investments are not FDIC insured. Investments are not deposits of the financial institution and are not guaranteed by a financial institution. Investments are subject to investment risks including loss of principal amount invested.