Primerica Financial Needs Analysis. It’s FREE, it’s confidential and it takes about 30 minutes.
When you think about the following items or services, how do you define them? As a want or a need?
- • A new car every four years
- • A workable retirement savings plan
- • A 60” HDTV
- • Adequate life insurance
- • “Dream” vacations every year
- • A one-year emergency fund
How you classify each of the above will most likely have a direct bearing on reaching your goals and dreams. Forgoing a new car for keeping the late model around for awhile longer or dialing down the entertainment center – and investing the savings toward your retirement and other financial goals – are choices that you can make to achieve your goals.