RTR Advisory

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Business Blueprint

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To help us clearly understand your current situation, please complete the Business Blueprint. Rate your reactions to each pair of phrases by deciding where you lie on a scale of 1-10. Your responses will be submitted to the advisor of your choice by using the dropdown menu at the top of this form. All questions are required. Please click submit once completed.

We have no structured agreement or funding in place in the event of death of an owner(s)
We have a structured agreement or funding in place in the event of death of an owner(s)
We have no exit or transition plan in place for the owner(s) upon retirement
We have an exit or transition plan in place for the owner(s) upon retirement
We do not currently receive superior service and advice from our employee benefits consultant
We do receive superior service and advice from our employee benefits consultant
We do not know if our employee benefits plan is priced competitively with the market
We know that our employee benefits plan is priced competitively with the market
The business would suffer greatly in the event of death or disability to a key person or owner
The business would not suffer greatly in the event of death or disability to a key person or owner
We do not have a group retirement plan in place for our employees
We do have a group retirement plan in place for our employees
We do not offer any assistance to our employees with regards to retirement planning or counseling
We do not offer any assistance to our employees with regards to retirement planning or counseling
The owner(s) and senior management do not have a sound wealth management strategy corporately assisted
The owner(s) and senior management do have a sound wealth management strategy corporately assisted

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