Quiz - McAlvany Financial Group

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that understands both you and your goals.

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strategic portfolio, delivering the best value for your dollar.

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What are your investment goals? (Select all that apply)

General Investing

Save for retirement

Protect my savings

Generational wealth

Prefer not to say

Protect my Income

I'm not sure

What kind of assets do you own? (Select all that apply)

Real Estate

Retirement accounts

Precious metals

Other

Tell us about you? (Select all that apply)

Age*

Zip Code*

Annual household income*

Who will we be talking to? (Select all that apply)

Email Address*

First Name*

Last Name*

Phone Number*

How we make sure your advisor is a good match

They have the right
expertise for your goals

They work with other
people like you

They understand the
area where I live

Here to help
you invest with
intelligence

Offering investors proven solutions for their portfolio for 50 years and counting.

We work closely with each client, notifying you of the ideal time to buy, trade or sell.
With an average advisor tenure of over 22 years, our experience assisting clients with prudent, conservative, investment advice is unparalleled.

Guide

The Hard Asset Strategy Guide

Hard assets can provide a hedge against inflation and myriad market risks. Discover how to invest in real assets.

learn more

Guide

Why Silver is a Good Investment

Discover why adding silver to your investment portfolio will improve a portfolio’s long-term performance.

learn more

Guide

Market Readiness Worksheet

Take charge of your current strategy using The Investment Triangle.

learn more

Get matched with a financial advisor that understands both you and your goals.

What are your investment goals? (Select all that apply)

What kind of assets do you own? (Select all that apply)

Tell us about you? (Select all that apply)

Who will we be talking to? (Select all that apply)

How we make sure your advisor is a good match

Here to help you invest with intelligence

The Hard Asset Strategy Guide

Why Silver is a Good Investment

Market Readiness Worksheet

Get matched with a financial advisor
that understands both you and your goals.

Here to help
you invest with
intelligence