Brady Financial Group - Advanced Security Solution Scorecard

Links in this section:
The Corporate Security Model
The Dynamic Benefits Solution + Scorecard
The Advanced Security Solution + Scorecard
The Personal Security Solution + Scorecard
The VIP Health Solution + Scorecard
Royal VIP Health Options + Application Form [PDF]

Welcome to The Advanced Security Solution Scorecard
To help you clearly understand your current situation, try our online Advanced Security Solution Scorecard. Rate your reactions to each pair of phrases. Decide where you lie on the scale from 1 to 10.

Once you've completed this scorecard, please click Submit to transmit your result. Canadian residents only, please. A Brady Financial consultant will contact you to help you understand the significance of your score.



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I do not have a clear vision for my financial future.				I have a clear vision of my financial future.

I do not have a strategic financial plan in place.				I have a strategic financial plan in place.

I am not confident that my assets will be passed on in the most tax-effective way possible.				I am confident that my assets will be passed on in the most tax-effective way possible.

In the event of a medical condition, I do not have the financial resources readily available to seek out the best treatment in the world.				In the event of a medical condition, I have the financial resources readily available to seek out the best treatment in the world.

I am not taking a proactive approach to my health management.				I am taking a proactive approach to my health management.

I am concerned about the timely access to the best health care for me and my family.				I am confident that I will receive timely access to the best available health care.

I am not confident that in the event of my untimely death, my family will be financially secure.				I am confident that in the event of my untimely death, my family will be financially secure.

I am not confident that if I become disabled for a period of time, my coverage is adequate.				I am confident that if I become disabled for a period of time, my coverage is adequate.

I do not have the confidence that I have maximized my retirement savings.				I am confident that I have maximized my retirement savings.

I have not taken a proactive approach to tax planning and have not taken advantage of all available products and services.				I have taken a proactive approach to tax planning and have taken advantage of all available products and services.

I have not taken all steps to maximize the tax-effective accumulation of wealth.				I have taken all steps to maximize the tax-effective accumulation of wealth.

If one of my key executives becomes disabled or dies, my business operations will suffer financial hardship.				If one of my key executives becomes disabled or dies, my business operations will be unaffected.

I have no understanding of the financial impact of the death of my parents.				I am confident that when my parents die, everything will be taken care of in a smooth and tax-efficient manner.

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Brady Financial Group
102-3385 Harvester Rd.
Burlington, ON L7N 3N2
Tel 905 633 9666
Toll-free 800 958 7895

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