mcphersonfg.com
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141.193.213.10
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Submitted URL: http://mcphersonfg.com/
Effective URL: https://mcphersonfg.com/
Submission: On November 06 via api from US — Scanned from DE
Effective URL: https://mcphersonfg.com/
Submission: On November 06 via api from US — Scanned from DE
Form analysis 3 forms found in the DOM
POST /#gf_21
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_21" id="gform_21" class="bold-labels" action="/#gf_21" data-formid="21" novalidate="">
<div id="gf_progressbar_wrapper_21" class="gf_progressbar_wrapper" data-start-at-zero="1">
<p class="gf_progressbar_title">Step <span class="gf_step_current_page">1</span> of <span class="gf_step_page_count">7</span>
</p>
<div class="gf_progressbar gf_progressbar_blue" aria-hidden="true">
<div class="gf_progressbar_percentage percentbar_blue percentbar_0" style="width:0%;"><span>0%</span></div>
</div>
</div>
<div class="gform-body gform_body">
<div id="gform_page_21_1" class="gform_page " data-js="page-field-id-1">
<div class="gform_page_fields">
<div id="gform_fields_21" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_21_2"
class="gfield gfield--type-radio gfield--type-choice text-bold text-weight-bold gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_21_2">
<legend class="gfield_label gform-field-label">I am saving for retirement in an employer-sponsored retirement plan or an IRA or ROTH.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span>
</legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_21_2">
<div class="gchoice gchoice_21_2_0">
<input class="gfield-choice-input" name="input_2" type="radio" value="Yes" id="choice_21_2_0" onchange="gformToggleRadioOther( this )">
<label for="choice_21_2_0" id="label_21_2_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_21_2_1">
<input class="gfield-choice-input" name="input_2" type="radio" value="No" id="choice_21_2_1" onchange="gformToggleRadioOther( this )">
<label for="choice_21_2_1" id="label_21_2_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_next_button_21_1" class="gform_next_button gform-theme-button button" value="Next"
onclick="jQuery("#gform_target_page_number_21").val("2"); jQuery("#gform_21").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_21").val("2"); jQuery("#gform_21").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_21_2" class="gform_page" data-js="page-field-id-1" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_21_2" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_21_3" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_21_3">
<legend class="gfield_label gform-field-label">I have left my 401(k) type account at a former employer.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_21_3">
<div class="gchoice gchoice_21_3_0">
<input class="gfield-choice-input" name="input_3" type="radio" value="Yes" id="choice_21_3_0" onchange="gformToggleRadioOther( this )">
<label for="choice_21_3_0" id="label_21_3_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_21_3_1">
<input class="gfield-choice-input" name="input_3" type="radio" value="No" id="choice_21_3_1" onchange="gformToggleRadioOther( this )">
<label for="choice_21_3_1" id="label_21_3_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_21_4" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_21").val("1"); jQuery("#gform_21").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_21").val("1"); jQuery("#gform_21").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_21_4"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_21").val("3"); jQuery("#gform_21").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_21").val("3"); jQuery("#gform_21").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_21_3" class="gform_page" data-js="page-field-id-4" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_21_3" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_21_5" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_21_5">
<legend class="gfield_label gform-field-label">I have saved at least six months of expenses in a savings account to handle the unexpected.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span>
</legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_21_5">
<div class="gchoice gchoice_21_5_0">
<input class="gfield-choice-input" name="input_5" type="radio" value="Yes" id="choice_21_5_0" onchange="gformToggleRadioOther( this )">
<label for="choice_21_5_0" id="label_21_5_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_21_5_1">
<input class="gfield-choice-input" name="input_5" type="radio" value="No" id="choice_21_5_1" onchange="gformToggleRadioOther( this )">
<label for="choice_21_5_1" id="label_21_5_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_21_7" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_21").val("2"); jQuery("#gform_21").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_21").val("2"); jQuery("#gform_21").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_21_7"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_21").val("4"); jQuery("#gform_21").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_21").val("4"); jQuery("#gform_21").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_21_4" class="gform_page" data-js="page-field-id-7" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_21_4" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_21_6" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_21_6">
<legend class="gfield_label gform-field-label">I have life insurance and/or disability insurance, either through work or a private plan.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span>
</legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_21_6">
<div class="gchoice gchoice_21_6_0">
<input class="gfield-choice-input" name="input_6" type="radio" value="Yes" id="choice_21_6_0" onchange="gformToggleRadioOther( this )">
<label for="choice_21_6_0" id="label_21_6_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_21_6_1">
<input class="gfield-choice-input" name="input_6" type="radio" value="No" id="choice_21_6_1" onchange="gformToggleRadioOther( this )">
<label for="choice_21_6_1" id="label_21_6_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_21_9" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_21").val("3"); jQuery("#gform_21").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_21").val("3"); jQuery("#gform_21").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_21_9"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_21").val("5"); jQuery("#gform_21").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_21").val("5"); jQuery("#gform_21").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_21_5" class="gform_page" data-js="page-field-id-9" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_21_5" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_21_8" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_21_8">
<legend class="gfield_label gform-field-label">I have already prepared one or more of the following for when I pass away: will, health care power of attorney, or health care directive.<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_21_8">
<div class="gchoice gchoice_21_8_0">
<input class="gfield-choice-input" name="input_8" type="radio" value="Yes" id="choice_21_8_0" onchange="gformToggleRadioOther( this )">
<label for="choice_21_8_0" id="label_21_8_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_21_8_1">
<input class="gfield-choice-input" name="input_8" type="radio" value="No" id="choice_21_8_1" onchange="gformToggleRadioOther( this )">
<label for="choice_21_8_1" id="label_21_8_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_21_11" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_21").val("4"); jQuery("#gform_21").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_21").val("4"); jQuery("#gform_21").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_21_11"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_21").val("6"); jQuery("#gform_21").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_21").val("6"); jQuery("#gform_21").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_21_6" class="gform_page" data-js="page-field-id-11" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_21_6" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_21_10" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_21_10">
<legend class="gfield_label gform-field-label">Which best describes your financial knowledge and comfort with investing?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_21_10">
<div class="gchoice gchoice_21_10_0">
<input class="gfield-choice-input" name="input_10" type="radio" value="None" id="choice_21_10_0" onchange="gformToggleRadioOther( this )">
<label for="choice_21_10_0" id="label_21_10_0" class="gform-field-label gform-field-label--type-inline">I don't really understand financial concepts or terms.</label>
</div>
<div class="gchoice gchoice_21_10_1">
<input class="gfield-choice-input" name="input_10" type="radio" value="Basic" id="choice_21_10_1" onchange="gformToggleRadioOther( this )">
<label for="choice_21_10_1" id="label_21_10_1" class="gform-field-label gform-field-label--type-inline">I have a basic foundation but don’t feel comfortable making financial decisions.</label>
</div>
<div class="gchoice gchoice_21_10_2">
<input class="gfield-choice-input" name="input_10" type="radio" value="Advanced" id="choice_21_10_2" onchange="gformToggleRadioOther( this )">
<label for="choice_21_10_2" id="label_21_10_2" class="gform-field-label gform-field-label--type-inline">I am well-read on financial issues and can make sound decisions based on that knowledge.</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_21_13" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_21").val("5"); jQuery("#gform_21").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_21").val("5"); jQuery("#gform_21").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_21_13"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_21").val("7"); jQuery("#gform_21").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_21").val("7"); jQuery("#gform_21").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_21_7" class="gform_page" data-js="page-field-id-13" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_21_7" class="gform_fields top_label form_sublabel_below description_below validation_below">
<div id="field_21_12" class="gfield gfield--type-html gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_21_12">
<p>We’ll analyze your input and get in touch with more information.<br>This assessment is free of charge.</p>
</div>
<fieldset id="field_21_14" class="gfield gfield--type-name gfield_contains_required field_sublabel_above gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible"
data-js-reload="field_21_14">
<legend class="gfield_label gform-field-label gfield_label_before_complex">Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row" id="input_21_14">
<span id="input_21_14_3_container" class="name_first gform-grid-col gform-grid-col--size-auto">
<label for="input_21_14_3" class="gform-field-label gform-field-label--type-sub ">First Name</label>
<input type="text" name="input_14.3" id="input_21_14_3" value="" aria-required="true">
</span>
<span id="input_21_14_6_container" class="name_last gform-grid-col gform-grid-col--size-auto">
<label for="input_21_14_6" class="gform-field-label gform-field-label--type-sub ">Last Name</label>
<input type="text" name="input_14.6" id="input_21_14_6" value="" aria-required="true">
</span>
</div>
</fieldset>
<div id="field_21_15" class="gfield gfield--type-phone gf_left_half gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_21_15"><label class="gfield_label gform-field-label" for="input_21_15">Phone<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_15" id="input_21_15" type="tel" value="" class="medium" aria-required="true" aria-invalid="false"></div>
</div>
<div id="field_21_16" class="gfield gfield--type-email gf_right_half gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_21_16"><label class="gfield_label gform-field-label" for="input_21_16">Email<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_16" id="input_21_16" type="email" value="" class="medium" aria-required="true" aria-invalid="false">
</div>
</div>
</div>
</div>
<div class="gform_page_footer top_label"><input type="submit" id="gform_previous_button_21" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="if(window["gf_submitting_21"]){return false;} if( !jQuery("#gform_21")[0].checkValidity || jQuery("#gform_21")[0].checkValidity()){window["gf_submitting_21"]=true;} "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_21"]){return false;} if( !jQuery("#gform_21")[0].checkValidity || jQuery("#gform_21")[0].checkValidity()){window["gf_submitting_21"]=true;} jQuery("#gform_21").trigger("submit",[true]); }">
<input type="submit" id="gform_submit_button_21" class="gform_button button" value="Submit"
onclick="if(window["gf_submitting_21"]){return false;} if( !jQuery("#gform_21")[0].checkValidity || jQuery("#gform_21")[0].checkValidity()){window["gf_submitting_21"]=true;} "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_21"]){return false;} if( !jQuery("#gform_21")[0].checkValidity || jQuery("#gform_21")[0].checkValidity()){window["gf_submitting_21"]=true;} jQuery("#gform_21").trigger("submit",[true]); }">
<input type="hidden" name="gform_ajax" value="form_id=21&title=&description=&tabindex=0&theme=gravity-theme">
<input type="hidden" class="gform_hidden" name="is_submit_21" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="21">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_21" value="WyJbXSIsIjVhMjk0Njg3Yjc0ZDk4NjJlM2RkZjgyNGNlNTE2OGQwIl0=">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_21" id="gform_target_page_number_21" value="2">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_21" id="gform_source_page_number_21" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
</div>
</div>
<p style="display: none !important;" class="akismet-fields-container" data-prefix="ak_"><label>Δ<textarea name="ak_hp_textarea" cols="45" rows="8" maxlength="100"></textarea></label><input type="hidden" id="ak_js_1" name="ak_js"
value="1730908680606">
<script>
document.getElementById("ak_js_1").setAttribute("value", (new Date()).getTime());
</script>
</p>
</form>POST /#gf_22
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_22" id="gform_22" class="bold-labels" action="/#gf_22" data-formid="22" novalidate="">
<div id="gf_progressbar_wrapper_22" class="gf_progressbar_wrapper" data-start-at-zero="1">
<p class="gf_progressbar_title">Step <span class="gf_step_current_page">1</span> of <span class="gf_step_page_count">8</span>
</p>
<div class="gf_progressbar gf_progressbar_blue" aria-hidden="true">
<div class="gf_progressbar_percentage percentbar_blue percentbar_0" style="width:0%;"><span>0%</span></div>
</div>
</div>
<div class="gform-body gform_body">
<div id="gform_page_22_1" class="gform_page " data-js="page-field-id-1">
<div class="gform_page_fields">
<div id="gform_fields_22" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_22_2"
class="gfield gfield--type-radio gfield--type-choice text-bold text-weight-bold gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_22_2">
<legend class="gfield_label gform-field-label">I have saved at least $250,000 for my retirement in an employer-sponsored plan and/or IRAs and Roth IRAs.<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_22_2">
<div class="gchoice gchoice_22_2_0">
<input class="gfield-choice-input" name="input_2" type="radio" value="Yes" id="choice_22_2_0" onchange="gformToggleRadioOther( this )">
<label for="choice_22_2_0" id="label_22_2_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_22_2_1">
<input class="gfield-choice-input" name="input_2" type="radio" value="No" id="choice_22_2_1" onchange="gformToggleRadioOther( this )">
<label for="choice_22_2_1" id="label_22_2_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_next_button_22_1" class="gform_next_button gform-theme-button button" value="Next"
onclick="jQuery("#gform_target_page_number_22").val("2"); jQuery("#gform_22").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_22").val("2"); jQuery("#gform_22").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_22_2" class="gform_page" data-js="page-field-id-1" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_22_2" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_22_3" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_22_3">
<legend class="gfield_label gform-field-label">I have reviewed my Social Security benefits statement in the last year and know what my benefits are at age 62, FRA (full retirement age), and 70.<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_22_3">
<div class="gchoice gchoice_22_3_0">
<input class="gfield-choice-input" name="input_3" type="radio" value="Yes" id="choice_22_3_0" onchange="gformToggleRadioOther( this )">
<label for="choice_22_3_0" id="label_22_3_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_22_3_1">
<input class="gfield-choice-input" name="input_3" type="radio" value="No" id="choice_22_3_1" onchange="gformToggleRadioOther( this )">
<label for="choice_22_3_1" id="label_22_3_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_22_4" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_22").val("1"); jQuery("#gform_22").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_22").val("1"); jQuery("#gform_22").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_22_4"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_22").val("3"); jQuery("#gform_22").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_22").val("3"); jQuery("#gform_22").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_22_3" class="gform_page" data-js="page-field-id-4" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_22_3" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_22_5" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_22_5">
<legend class="gfield_label gform-field-label">I am eligible for a pension.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_22_5">
<div class="gchoice gchoice_22_5_0">
<input class="gfield-choice-input" name="input_5" type="radio" value="Yes" id="choice_22_5_0" onchange="gformToggleRadioOther( this )">
<label for="choice_22_5_0" id="label_22_5_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_22_5_1">
<input class="gfield-choice-input" name="input_5" type="radio" value="No" id="choice_22_5_1" onchange="gformToggleRadioOther( this )">
<label for="choice_22_5_1" id="label_22_5_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_22_7" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_22").val("2"); jQuery("#gform_22").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_22").val("2"); jQuery("#gform_22").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_22_7"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_22").val("4"); jQuery("#gform_22").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_22").val("4"); jQuery("#gform_22").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_22_4" class="gform_page" data-js="page-field-id-7" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_22_4" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_22_6" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_22_6">
<legend class="gfield_label gform-field-label">I have invested in a solution to address my long-term care needs.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_22_6">
<div class="gchoice gchoice_22_6_0">
<input class="gfield-choice-input" name="input_6" type="radio" value="Yes" id="choice_22_6_0" onchange="gformToggleRadioOther( this )">
<label for="choice_22_6_0" id="label_22_6_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_22_6_1">
<input class="gfield-choice-input" name="input_6" type="radio" value="No" id="choice_22_6_1" onchange="gformToggleRadioOther( this )">
<label for="choice_22_6_1" id="label_22_6_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_22_9" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_22").val("3"); jQuery("#gform_22").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_22").val("3"); jQuery("#gform_22").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_22_9"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_22").val("5"); jQuery("#gform_22").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_22").val("5"); jQuery("#gform_22").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_22_5" class="gform_page" data-js="page-field-id-9" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_22_5" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_22_8" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_22_8">
<legend class="gfield_label gform-field-label">I have already prepared one or more of the following for when I pass away: will, health care power of attorney, or health care directive.<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_22_8">
<div class="gchoice gchoice_22_8_0">
<input class="gfield-choice-input" name="input_8" type="radio" value="Yes" id="choice_22_8_0" onchange="gformToggleRadioOther( this )">
<label for="choice_22_8_0" id="label_22_8_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_22_8_1">
<input class="gfield-choice-input" name="input_8" type="radio" value="No" id="choice_22_8_1" onchange="gformToggleRadioOther( this )">
<label for="choice_22_8_1" id="label_22_8_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_22_11" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_22").val("4"); jQuery("#gform_22").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_22").val("4"); jQuery("#gform_22").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_22_11"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_22").val("6"); jQuery("#gform_22").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_22").val("6"); jQuery("#gform_22").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_22_6" class="gform_page" data-js="page-field-id-11" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_22_6" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_22_10" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_22_10">
<legend class="gfield_label gform-field-label">Which best describes you?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_22_10">
<div class="gchoice gchoice_22_10_0">
<input class="gfield-choice-input" name="input_10" type="radio" value="Single" id="choice_22_10_0" onchange="gformToggleRadioOther( this )">
<label for="choice_22_10_0" id="label_22_10_0" class="gform-field-label gform-field-label--type-inline">Single</label>
</div>
<div class="gchoice gchoice_22_10_1">
<input class="gfield-choice-input" name="input_10" type="radio" value="Married" id="choice_22_10_1" onchange="gformToggleRadioOther( this )">
<label for="choice_22_10_1" id="label_22_10_1" class="gform-field-label gform-field-label--type-inline">Married</label>
</div>
<div class="gchoice gchoice_22_10_2">
<input class="gfield-choice-input" name="input_10" type="radio" value="Remarried" id="choice_22_10_2" onchange="gformToggleRadioOther( this )">
<label for="choice_22_10_2" id="label_22_10_2" class="gform-field-label gform-field-label--type-inline">Remarried</label>
</div>
<div class="gchoice gchoice_22_10_3">
<input class="gfield-choice-input" name="input_10" type="radio" value="Widowed" id="choice_22_10_3" onchange="gformToggleRadioOther( this )">
<label for="choice_22_10_3" id="label_22_10_3" class="gform-field-label gform-field-label--type-inline">Widowed</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_22_17" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_22").val("5"); jQuery("#gform_22").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_22").val("5"); jQuery("#gform_22").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_22_17"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_22").val("7"); jQuery("#gform_22").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_22").val("7"); jQuery("#gform_22").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_22_7" class="gform_page" data-js="page-field-id-17" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_22_7" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_22_18" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_22_18">
<legend class="gfield_label gform-field-label">Which best describes your financial knowledge and comfort with investing?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_22_18">
<div class="gchoice gchoice_22_18_0">
<input class="gfield-choice-input" name="input_18" type="radio" value="None" id="choice_22_18_0" onchange="gformToggleRadioOther( this )">
<label for="choice_22_18_0" id="label_22_18_0" class="gform-field-label gform-field-label--type-inline">I don't really understand financial concepts or terms.</label>
</div>
<div class="gchoice gchoice_22_18_1">
<input class="gfield-choice-input" name="input_18" type="radio" value="Basic" id="choice_22_18_1" onchange="gformToggleRadioOther( this )">
<label for="choice_22_18_1" id="label_22_18_1" class="gform-field-label gform-field-label--type-inline">I have a basic foundation but don’t feel comfortable making financial decisions.</label>
</div>
<div class="gchoice gchoice_22_18_2">
<input class="gfield-choice-input" name="input_18" type="radio" value="Advanced" id="choice_22_18_2" onchange="gformToggleRadioOther( this )">
<label for="choice_22_18_2" id="label_22_18_2" class="gform-field-label gform-field-label--type-inline">I am well-read on financial issues and can make sound decisions based on that knowledge.</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_22_13" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_22").val("6"); jQuery("#gform_22").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_22").val("6"); jQuery("#gform_22").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_22_13"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_22").val("8"); jQuery("#gform_22").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_22").val("8"); jQuery("#gform_22").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_22_8" class="gform_page" data-js="page-field-id-13" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_22_8" class="gform_fields top_label form_sublabel_below description_below validation_below">
<div id="field_22_12" class="gfield gfield--type-html gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_22_12">
<p>We’ll analyze your input and get in touch with more information.<br>This assessment is free of charge.</p>
</div>
<fieldset id="field_22_14" class="gfield gfield--type-name gfield_contains_required field_sublabel_above gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible"
data-js-reload="field_22_14">
<legend class="gfield_label gform-field-label gfield_label_before_complex">Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row" id="input_22_14">
<span id="input_22_14_3_container" class="name_first gform-grid-col gform-grid-col--size-auto">
<label for="input_22_14_3" class="gform-field-label gform-field-label--type-sub ">First Name</label>
<input type="text" name="input_14.3" id="input_22_14_3" value="" aria-required="true">
</span>
<span id="input_22_14_6_container" class="name_last gform-grid-col gform-grid-col--size-auto">
<label for="input_22_14_6" class="gform-field-label gform-field-label--type-sub ">Last Name</label>
<input type="text" name="input_14.6" id="input_22_14_6" value="" aria-required="true">
</span>
</div>
</fieldset>
<div id="field_22_15" class="gfield gfield--type-phone gf_left_half gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_22_15"><label class="gfield_label gform-field-label" for="input_22_15">Phone<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_15" id="input_22_15" type="tel" value="" class="medium" aria-required="true" aria-invalid="false"></div>
</div>
<div id="field_22_16" class="gfield gfield--type-email gf_right_half gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_22_16"><label class="gfield_label gform-field-label" for="input_22_16">Email<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_16" id="input_22_16" type="email" value="" class="medium" aria-required="true" aria-invalid="false">
</div>
</div>
</div>
</div>
<div class="gform_page_footer top_label"><input type="submit" id="gform_previous_button_22" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="if(window["gf_submitting_22"]){return false;} if( !jQuery("#gform_22")[0].checkValidity || jQuery("#gform_22")[0].checkValidity()){window["gf_submitting_22"]=true;} "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_22"]){return false;} if( !jQuery("#gform_22")[0].checkValidity || jQuery("#gform_22")[0].checkValidity()){window["gf_submitting_22"]=true;} jQuery("#gform_22").trigger("submit",[true]); }">
<input type="submit" id="gform_submit_button_22" class="gform_button button" value="Submit"
onclick="if(window["gf_submitting_22"]){return false;} if( !jQuery("#gform_22")[0].checkValidity || jQuery("#gform_22")[0].checkValidity()){window["gf_submitting_22"]=true;} "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_22"]){return false;} if( !jQuery("#gform_22")[0].checkValidity || jQuery("#gform_22")[0].checkValidity()){window["gf_submitting_22"]=true;} jQuery("#gform_22").trigger("submit",[true]); }">
<input type="hidden" name="gform_ajax" value="form_id=22&title=&description=&tabindex=0&theme=gravity-theme">
<input type="hidden" class="gform_hidden" name="is_submit_22" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="22">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_22" value="WyJbXSIsIjVhMjk0Njg3Yjc0ZDk4NjJlM2RkZjgyNGNlNTE2OGQwIl0=">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_22" id="gform_target_page_number_22" value="2">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_22" id="gform_source_page_number_22" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
</div>
</div>
<p style="display: none !important;" class="akismet-fields-container" data-prefix="ak_"><label>Δ<textarea name="ak_hp_textarea" cols="45" rows="8" maxlength="100"></textarea></label><input type="hidden" id="ak_js_2" name="ak_js"
value="1730908680628">
<script>
document.getElementById("ak_js_2").setAttribute("value", (new Date()).getTime());
</script>
</p>
</form>POST /#gf_23
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_23" id="gform_23" class="bold-labels" action="/#gf_23" data-formid="23" novalidate="">
<div id="gf_progressbar_wrapper_23" class="gf_progressbar_wrapper" data-start-at-zero="1">
<p class="gf_progressbar_title">Step <span class="gf_step_current_page">1</span> of <span class="gf_step_page_count">9</span>
</p>
<div class="gf_progressbar gf_progressbar_blue" aria-hidden="true">
<div class="gf_progressbar_percentage percentbar_blue percentbar_0" style="width:0%;"><span>0%</span></div>
</div>
</div>
<div class="gform-body gform_body">
<div id="gform_page_23_1" class="gform_page " data-js="page-field-id-1">
<div class="gform_page_fields">
<div id="gform_fields_23" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_23_2"
class="gfield gfield--type-radio gfield--type-choice text-bold text-weight-bold gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_23_2">
<legend class="gfield_label gform-field-label">I have started drawing my Social Security benefits.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_23_2">
<div class="gchoice gchoice_23_2_0">
<input class="gfield-choice-input" name="input_2" type="radio" value="Yes" id="choice_23_2_0" onchange="gformToggleRadioOther( this )">
<label for="choice_23_2_0" id="label_23_2_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_23_2_1">
<input class="gfield-choice-input" name="input_2" type="radio" value="No" id="choice_23_2_1" onchange="gformToggleRadioOther( this )">
<label for="choice_23_2_1" id="label_23_2_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_next_button_23_1" class="gform_next_button gform-theme-button button" value="Next"
onclick="jQuery("#gform_target_page_number_23").val("2"); jQuery("#gform_23").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_23").val("2"); jQuery("#gform_23").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_23_2" class="gform_page" data-js="page-field-id-1" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_23_2" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_23_3" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_23_3">
<legend class="gfield_label gform-field-label">I have a formal, written retirement income plan and review it at least every two years.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span>
</legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_23_3">
<div class="gchoice gchoice_23_3_0">
<input class="gfield-choice-input" name="input_3" type="radio" value="Yes" id="choice_23_3_0" onchange="gformToggleRadioOther( this )">
<label for="choice_23_3_0" id="label_23_3_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_23_3_1">
<input class="gfield-choice-input" name="input_3" type="radio" value="No" id="choice_23_3_1" onchange="gformToggleRadioOther( this )">
<label for="choice_23_3_1" id="label_23_3_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_23_4" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_23").val("1"); jQuery("#gform_23").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_23").val("1"); jQuery("#gform_23").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_23_4"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_23").val("3"); jQuery("#gform_23").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_23").val("3"); jQuery("#gform_23").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_23_3" class="gform_page" data-js="page-field-id-4" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_23_3" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_23_5" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_23_5">
<legend class="gfield_label gform-field-label">I have saving/investment accounts and/or real estate holdings in excess of $250,000.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span>
</legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_23_5">
<div class="gchoice gchoice_23_5_0">
<input class="gfield-choice-input" name="input_5" type="radio" value="Yes" id="choice_23_5_0" onchange="gformToggleRadioOther( this )">
<label for="choice_23_5_0" id="label_23_5_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_23_5_1">
<input class="gfield-choice-input" name="input_5" type="radio" value="No" id="choice_23_5_1" onchange="gformToggleRadioOther( this )">
<label for="choice_23_5_1" id="label_23_5_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_23_7" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_23").val("2"); jQuery("#gform_23").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_23").val("2"); jQuery("#gform_23").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_23_7"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_23").val("4"); jQuery("#gform_23").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_23").val("4"); jQuery("#gform_23").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_23_4" class="gform_page" data-js="page-field-id-7" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_23_4" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_23_6" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_23_6">
<legend class="gfield_label gform-field-label">I have invested in a solution to address any long-term care needs I may encounter.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_23_6">
<div class="gchoice gchoice_23_6_0">
<input class="gfield-choice-input" name="input_6" type="radio" value="Yes" id="choice_23_6_0" onchange="gformToggleRadioOther( this )">
<label for="choice_23_6_0" id="label_23_6_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_23_6_1">
<input class="gfield-choice-input" name="input_6" type="radio" value="No" id="choice_23_6_1" onchange="gformToggleRadioOther( this )">
<label for="choice_23_6_1" id="label_23_6_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_23_9" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_23").val("3"); jQuery("#gform_23").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_23").val("3"); jQuery("#gform_23").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_23_9"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_23").val("5"); jQuery("#gform_23").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_23").val("5"); jQuery("#gform_23").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_23_5" class="gform_page" data-js="page-field-id-9" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_23_5" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_23_8" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_23_8">
<legend class="gfield_label gform-field-label">I have reviewed the beneficiary designations on all my savings and investment accounts and insurance and annuity contracts within the past year.<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_23_8">
<div class="gchoice gchoice_23_8_0">
<input class="gfield-choice-input" name="input_8" type="radio" value="Yes" id="choice_23_8_0" onchange="gformToggleRadioOther( this )">
<label for="choice_23_8_0" id="label_23_8_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_23_8_1">
<input class="gfield-choice-input" name="input_8" type="radio" value="No" id="choice_23_8_1" onchange="gformToggleRadioOther( this )">
<label for="choice_23_8_1" id="label_23_8_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_23_11" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_23").val("4"); jQuery("#gform_23").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_23").val("4"); jQuery("#gform_23").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_23_11"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_23").val("6"); jQuery("#gform_23").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_23").val("6"); jQuery("#gform_23").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_23_6" class="gform_page" data-js="page-field-id-11" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_23_6" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_23_18" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_23_18">
<legend class="gfield_label gform-field-label">I have already prepared one or more of the following for when I pass away and have reviewed them in the past three years: will, trust and health care power of attorney, or health care
directive.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_23_18">
<div class="gchoice gchoice_23_18_0">
<input class="gfield-choice-input" name="input_18" type="radio" value="Yes" id="choice_23_18_0" onchange="gformToggleRadioOther( this )">
<label for="choice_23_18_0" id="label_23_18_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_23_18_1">
<input class="gfield-choice-input" name="input_18" type="radio" value="No" id="choice_23_18_1" onchange="gformToggleRadioOther( this )">
<label for="choice_23_18_1" id="label_23_18_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_23_17" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_23").val("5"); jQuery("#gform_23").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_23").val("5"); jQuery("#gform_23").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_23_17"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_23").val("7"); jQuery("#gform_23").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_23").val("7"); jQuery("#gform_23").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_23_7" class="gform_page" data-js="page-field-id-17" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_23_7" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_23_19" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_23_19">
<legend class="gfield_label gform-field-label">Which best describes you?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_23_19">
<div class="gchoice gchoice_23_19_0">
<input class="gfield-choice-input" name="input_19" type="radio" value="Single" id="choice_23_19_0" onchange="gformToggleRadioOther( this )">
<label for="choice_23_19_0" id="label_23_19_0" class="gform-field-label gform-field-label--type-inline">Single</label>
</div>
<div class="gchoice gchoice_23_19_1">
<input class="gfield-choice-input" name="input_19" type="radio" value="Married" id="choice_23_19_1" onchange="gformToggleRadioOther( this )">
<label for="choice_23_19_1" id="label_23_19_1" class="gform-field-label gform-field-label--type-inline">Married</label>
</div>
<div class="gchoice gchoice_23_19_2">
<input class="gfield-choice-input" name="input_19" type="radio" value="Remarried" id="choice_23_19_2" onchange="gformToggleRadioOther( this )">
<label for="choice_23_19_2" id="label_23_19_2" class="gform-field-label gform-field-label--type-inline">Remarried</label>
</div>
<div class="gchoice gchoice_23_19_3">
<input class="gfield-choice-input" name="input_19" type="radio" value="Widowed" id="choice_23_19_3" onchange="gformToggleRadioOther( this )">
<label for="choice_23_19_3" id="label_23_19_3" class="gform-field-label gform-field-label--type-inline">Widowed</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_23_20" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_23").val("6"); jQuery("#gform_23").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_23").val("6"); jQuery("#gform_23").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_23_20"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_23").val("8"); jQuery("#gform_23").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_23").val("8"); jQuery("#gform_23").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_23_8" class="gform_page" data-js="page-field-id-20" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_23_8" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_23_10" class="gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_23_10">
<legend class="gfield_label gform-field-label">Which best describes your financial knowledge and comfort with investing?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_23_10">
<div class="gchoice gchoice_23_10_0">
<input class="gfield-choice-input" name="input_10" type="radio" value="None" id="choice_23_10_0" onchange="gformToggleRadioOther( this )">
<label for="choice_23_10_0" id="label_23_10_0" class="gform-field-label gform-field-label--type-inline">I don't really understand financial concepts or terms.</label>
</div>
<div class="gchoice gchoice_23_10_1">
<input class="gfield-choice-input" name="input_10" type="radio" value="Basic" id="choice_23_10_1" onchange="gformToggleRadioOther( this )">
<label for="choice_23_10_1" id="label_23_10_1" class="gform-field-label gform-field-label--type-inline">I have a basic foundation but don’t feel comfortable making financial decisions.</label>
</div>
<div class="gchoice gchoice_23_10_2">
<input class="gfield-choice-input" name="input_10" type="radio" value="Advanced" id="choice_23_10_2" onchange="gformToggleRadioOther( this )">
<label for="choice_23_10_2" id="label_23_10_2" class="gform-field-label gform-field-label--type-inline">I am well-read on financial issues and can make sound decisions based on that knowledge.</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_23_13" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="jQuery("#gform_target_page_number_23").val("7"); jQuery("#gform_23").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_23").val("7"); jQuery("#gform_23").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_23_13"
class="gform_next_button gform-theme-button button" value="Next" onclick="jQuery("#gform_target_page_number_23").val("9"); jQuery("#gform_23").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_23").val("9"); jQuery("#gform_23").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_23_9" class="gform_page" data-js="page-field-id-13" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_23_9" class="gform_fields top_label form_sublabel_below description_below validation_below">
<div id="field_23_12" class="gfield gfield--type-html gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_23_12">
<p>We’ll analyze your input and get in touch with more information.<br>This assessment is free of charge.</p>
</div>
<fieldset id="field_23_14" class="gfield gfield--type-name gfield_contains_required field_sublabel_above gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible"
data-js-reload="field_23_14">
<legend class="gfield_label gform-field-label gfield_label_before_complex">Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row" id="input_23_14">
<span id="input_23_14_3_container" class="name_first gform-grid-col gform-grid-col--size-auto">
<label for="input_23_14_3" class="gform-field-label gform-field-label--type-sub ">First Name</label>
<input type="text" name="input_14.3" id="input_23_14_3" value="" aria-required="true">
</span>
<span id="input_23_14_6_container" class="name_last gform-grid-col gform-grid-col--size-auto">
<label for="input_23_14_6" class="gform-field-label gform-field-label--type-sub ">Last Name</label>
<input type="text" name="input_14.6" id="input_23_14_6" value="" aria-required="true">
</span>
</div>
</fieldset>
<div id="field_23_15" class="gfield gfield--type-phone gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_23_15"><label class="gfield_label gform-field-label" for="input_23_15">Phone<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_15" id="input_23_15" type="tel" value="" class="large" aria-required="true" aria-invalid="false"></div>
</div>
<div id="field_23_16" class="gfield gfield--type-email gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_23_16"><label class="gfield_label gform-field-label" for="input_23_16">Email<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_16" id="input_23_16" type="email" value="" class="large" aria-required="true" aria-invalid="false">
</div>
</div>
</div>
</div>
<div class="gform_page_footer top_label"><input type="submit" id="gform_previous_button_23" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
onclick="if(window["gf_submitting_23"]){return false;} if( !jQuery("#gform_23")[0].checkValidity || jQuery("#gform_23")[0].checkValidity()){window["gf_submitting_23"]=true;} "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_23"]){return false;} if( !jQuery("#gform_23")[0].checkValidity || jQuery("#gform_23")[0].checkValidity()){window["gf_submitting_23"]=true;} jQuery("#gform_23").trigger("submit",[true]); }">
<input type="submit" id="gform_submit_button_23" class="gform_button button" value="Submit"
onclick="if(window["gf_submitting_23"]){return false;} if( !jQuery("#gform_23")[0].checkValidity || jQuery("#gform_23")[0].checkValidity()){window["gf_submitting_23"]=true;} "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_23"]){return false;} if( !jQuery("#gform_23")[0].checkValidity || jQuery("#gform_23")[0].checkValidity()){window["gf_submitting_23"]=true;} jQuery("#gform_23").trigger("submit",[true]); }">
<input type="hidden" name="gform_ajax" value="form_id=23&title=&description=&tabindex=0&theme=gravity-theme">
<input type="hidden" class="gform_hidden" name="is_submit_23" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="23">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_23" value="WyJbXSIsIjVhMjk0Njg3Yjc0ZDk4NjJlM2RkZjgyNGNlNTE2OGQwIl0=">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_23" id="gform_target_page_number_23" value="2">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_23" id="gform_source_page_number_23" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
</div>
</div>
<p style="display: none !important;" class="akismet-fields-container" data-prefix="ak_"><label>Δ<textarea name="ak_hp_textarea" cols="45" rows="8" maxlength="100"></textarea></label><input type="hidden" id="ak_js_3" name="ak_js"
value="1730908680634">
<script>
document.getElementById("ak_js_3").setAttribute("value", (new Date()).getTime());
</script>
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→ Click Here For A Complimentary Retirement & Portfolio Review MENU Client Resources * Home * About * Services * Retirement Income Strategies * Wealth & Investment Management * Tax Minimization Strategies * Legacy and Estate Planning * Long-Term Care Planning * Unique Money Method * Retirement Plans * Private Wealth * For Doctors * For Professional Athletes * Media * Radio * Podcast * YouTube * Celebrity Interview Vault * Events * Contact * Client Login WE’RE REVITALIZING RETIREMENT: WITH YOU AT THE CENTER LEARN ABOUT OUR UNIQUE MONEY METHOD → Take The "Replace My Paycheck" Challenge READ THE INSPIRATION BEHIND DEATH AND TAXES HERE! Learn More SARGE MCPHERSON (OCTOBER 9, 2006-APRIL 27, 2020) Sarge was known as the office mascot of McPherson Financial Group and was loved by many clients. He was often referred to as a “bear rug” because he wouldn’t get up when people walked by and preferred you walk over him. He also looked like a polar bear when he walked. He will be greatly missed. WHERE ARE YOU ON YOUR RETIREMENT JOURNEY? I’M IN THE MIDST OF MY CAREER and looking for investment guidance. Get Started × I’M IN THE MIDST OF MY CAREER and looking for investment guidance. "*" indicates required fields Step 1 of 7 0% I am saving for retirement in an employer-sponsored retirement plan or an IRA or ROTH.* Yes No I have left my 401(k) type account at a former employer.* Yes No I have saved at least six months of expenses in a savings account to handle the unexpected.* Yes No I have life insurance and/or disability insurance, either through work or a private plan.* Yes No I have already prepared one or more of the following for when I pass away: will, health care power of attorney, or health care directive.* Yes No Which best describes your financial knowledge and comfort with investing?* I don't really understand financial concepts or terms. I have a basic foundation but don’t feel comfortable making financial decisions. I am well-read on financial issues and can make sound decisions based on that knowledge. We’ll analyze your input and get in touch with more information. This assessment is free of charge. Name* First Name Last Name Phone* Email* Δ I’M NEARING RETIREMENT and need to plan for the next stage of my life. Get Started × I’M NEARING RETIREMENT and need to plan for the next stage of my life. "*" indicates required fields Step 1 of 8 0% I have saved at least $250,000 for my retirement in an employer-sponsored plan and/or IRAs and Roth IRAs.* Yes No I have reviewed my Social Security benefits statement in the last year and know what my benefits are at age 62, FRA (full retirement age), and 70.* Yes No I am eligible for a pension.* Yes No I have invested in a solution to address my long-term care needs.* Yes No I have already prepared one or more of the following for when I pass away: will, health care power of attorney, or health care directive.* Yes No Which best describes you?* Single Married Remarried Widowed Which best describes your financial knowledge and comfort with investing?* I don't really understand financial concepts or terms. I have a basic foundation but don’t feel comfortable making financial decisions. I am well-read on financial issues and can make sound decisions based on that knowledge. We’ll analyze your input and get in touch with more information. This assessment is free of charge. Name* First Name Last Name Phone* Email* Δ I’M IN RETIREMENT and want to get the most value out of my investments. Get Started × I’M IN RETIREMENT and want to get the most value out of my investments. "*" indicates required fields Step 1 of 9 0% I have started drawing my Social Security benefits.* Yes No I have a formal, written retirement income plan and review it at least every two years.* Yes No I have saving/investment accounts and/or real estate holdings in excess of $250,000.* Yes No I have invested in a solution to address any long-term care needs I may encounter.* Yes No I have reviewed the beneficiary designations on all my savings and investment accounts and insurance and annuity contracts within the past year.* Yes No I have already prepared one or more of the following for when I pass away and have reviewed them in the past three years: will, trust and health care power of attorney, or health care directive.* Yes No Which best describes you?* Single Married Remarried Widowed Which best describes your financial knowledge and comfort with investing?* I don't really understand financial concepts or terms. I have a basic foundation but don’t feel comfortable making financial decisions. I am well-read on financial issues and can make sound decisions based on that knowledge. We’ll analyze your input and get in touch with more information. This assessment is free of charge. Name* First Name Last Name Phone* Email* Δ AS OUR PRACTICE HAS GROWN AND EVOLVED OVER THE LAST 40+ YEARS, WE CONTINUOUSLY STRIVE TO IMPROVE OUR SERVICE AND GUIDANCE TO OUR CLIENTS. You may have seen in the news over the last few years the ongoing battle that the financial industry is having over an advisor’s duty to their client. While some of the large firms and “big-box” financial institutions focus solely on an advisor’s duty to a client based on a suitability standard, our process encompasses a holistic approach during the financial planning process to put your, the client’s, needs ahead of our own. WHO WE ARE We are an exclusive boutique planning firm that focuses on comprehensive financial planning services and retirement income planning. With our process, we take the necessary time to understand your individual financial needs and design programs to meet those needs. Our advisors have a fiduciary relationship with our clients and look out for their best interests. LISTEN NOW ATTEND ONE OF OUR UPCOMING CLIENT EVENTS CLICK TO LEARN MORE OUR CLIENT EXPERIENCE As you start your relationship with our firm, we want to welcome you to the new standard in client experience in the financial services industry. Our commitment to you as we begin this process: * A live person will answer the phone ready and eager to assist you. * Our goals are to always say “Please” and “Thank you,” to finish what we start, to be prompt and on time, and to do what we say we are going to do. We have found that the simple things can be some of the most important when it comes to meeting our clients’ expectations. * We look forward to sharing with you our access to many thought leaders and innovative solutions in the financial services industry space. We thank you for your time, and we look forward to showing you the new standard in financial services. 3159 Alzante Circle, Suite 101 Melbourne, FL 32940 P: 321-253-2016 F: 321-253-2019 FACEBOOK COPYRIGHT 2019. MCPHERSON FINANCIAL GROUP | PRIVACY POLICY | THE WORLD EQUITY GROUP FORM CRS CAN BE FOUND HERE Securities offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser CRS for Prostatis Group LLC as the RIA Investment advisory services offered through Prostatis Group, LLC. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC. 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The information and publications are not intended to be and do not constitute investment advice, and does not warrant that such information and publications are accurate, up to date or applicable to the circumstances of any particular person. Any expression of opinion is subject to change without notice and is personal to the author and the author makes no guarantee of any sort regarding accuracy or completeness of the information provided. Logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied. Alternative investments have unique risks and are not suitable for all investors. 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