WealthBridge Business Owner Checkup

01 YOUR BUSINESS02 YOUR GOALS03 YOUR RESULTS

Your business, your priorities

About 3 minutes. Choose the answers that best fit your situation.

Your nameBusiness nameEmail addressPhone (optional)Business structureNumber of employees

What would you like to accomplish?

Select all that apply.

Protect the business if an owner or key person dies Plan an ownership transition or buyout Build retirement savings or income Attract and retain key employees Protect my family and financial legacy Coordinate my business and personal finances

Where do things stand today?

Business continuity protectionSuccession or buy-sell planRetirement plan or savings strategyKey employee benefits

What would you like us to know? Optional

I agree to share these answers with WealthBridge Financial Group for follow-up. I understand the next step opens my email app and I must send the message.

Please do not enter Social Security numbers, account numbers, medical details, or other sensitive information.

Protect what you’ve built.
Plan for what’s next.

Your business, your priorities

What would you like to accomplish?

Where do things stand today?

What would you like us to know? Optional

Your planning priorities

Protect what you’ve built.Plan for what’s next.

Your business, your priorities

What would you like to accomplish?

Where do things stand today?

What would you like us to know? Optional

Your planning priorities

Protect what you’ve built.
Plan for what’s next.