CLIENT LOGIN WHY US? WHO WE ARE WHAT WE DO INDUSTRIES RESOURCES CONTACT Financial Health Assessment The Accountancy provides solutions that integrate concepts and disciplines having direct applicability and relevance to our clients’ financial lives. To that end, we ask that you embrace our role as your advisor, not just your tax preparer, and answer these questions so we can help you. Should you have any questions, you can also give us a call at 818-547-5701. Your Name (required) Your Email Your Phone Number Do you have an estate plan in place? YesNo If so, when was it last updated? When do you plan to retire? Do you know if your assets will support your retirement needs? YesNo Do you currently work with a financial advisor? YesNo If so, do you have a written financial plan? YesNo If you experienced a health event that required full-time care, do you have a plan or long‐term care insurance to cover that cost? YesNo Do you believe you need life insurance? YesNo If so, do you believe you have enough? YesNo If you experienced a disability that prevented you from working, do you have your income protected with disability insurance? YesNo Do you need help planning for any of the considerations below? Retirement PlanningCaring for a ParentSaving for CollegeProviding a LegacyContributing to CharitySaving for Major Purchases If you operate a business, would you like to get a no-cost no-obligation quote on your: Health InsuranceProperty and Casualty InsuranceGeneral Liability Insurance Please let us know in your own words the top three financial concerns you have and we will try to address them responsibly Work With Us OFFICE LOCATIONS 500 North Brand Blvd., 20th Floor Glendale, CA 91203 123 South Marengo Ave., Suite 200 Pasadena, CA 91101 CONTACT MAILING ADDRESS: P.O. Box 11090 Glendale, CA 91226 EMAIL: info@theaccountancy.com PHONE: (818) 547 5701 FAX: (818) 547 5708 Copyright © 2021 The Accountancy. All Rights Reserved. Privacy Policy | Terms & Conditions | Business Continuation Plan | Site Map