Send Us a Message

We will only use your info to reply to your message.





Email Sign-Up!

Get regular updates on popular financial topics, as well as our insight on current trends, issues, and products

Email

Join

Go To Meeting


Hands Shaking

Go To Meeting

Financial IQ Test

Here is a short quiz to test your financial IQ. Please answer all these questions and then press "Next" to see the answers.

True False Maybe
Maximizing 401k contributions should be my first step
toward saving for retirement.
Qualified retirement plans (401k, 403b, SIMPLE IRA, etc.)
save taxes.
IRA monies cannot be distributed to a healthy person
until age 59½.
A 10 or 15-year mortgage is better than a 30-year mortgage.
Paying cash for a mortgage would be the least costly way
to buy a house.
Compound interest is, fundamentally, a strategy
for wealth building.
Certificates of Deposits are non-liquid accounts.
Term life insurance is the least costly way to buy life insurance.
Liability insurance should equal the amount of your
net worth at risk.
The 529 is the best plan for college savings.
The tax-deferral of a 401(k) continues to children who are
the beneficiaries.




Certain individuals associated with Woolman Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck. For information about which individuals associated with Woolman Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

Woolman Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.