National Research Project

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Featuring the Wealth Index

Upon completing the Wealth Index Questionnaire, you have the option to become a part of our National Research Project. We strongly encourage all who take the Wealth Index to include their results in the research study. Of course, all answers and personal information will be kept confidential with the highest regards for your privacy.

What Are We Researching?

At Wealth Financial Group, we believe that the individual mindset towards traditional financial planning and investing strategies is changing. Because we are living in an era of such great abundance, consumers now think and behave differently than before, turning their attention to a new set of expectations, wants and needs that put a priority on quality of life, meaning, purpose and legacy over money.

So, not only is the Wealth Index an integral part of our planning process and beneficial for you as an individual, the answers that we receive can also be used to analyze consumer behaviors, trends and attitudes. Most importantly, the Index results can help us further determine the relationship between money and the other dimensions of a person's life.

We believe this data is vital for developing new financial planning concepts and strategies that will allow people to live their lives to the fullest. If you would like to help us achieve our goals, please take part and complete a Wealth Index today!