A personalized strategy for financial security.

Financial Needs Analysis (FNA)

If you're like many people, you're in the dark about your finances. You pay your bills each month and do your best to prepare for the future. But the truth is, there's only so much money to go around and preparing for the future can be overwhelming.

One of the most important building blocks in establishing a firm financial foundation is determining the difference between "wants" and "needs." Sounds simple, doesn't it? A "want" is something you don't require for basic survival and a "need" is something you must have to live. Yet, sometimes it can be hard to tell where a "want" begins and a "need" ends - especially where immediate family is concerned. Financial health is all about the choices you make over the long term.

Primerica can help

To help families better understand their personal finances, Primerica offers the Financial Needs Analysis (FNA). The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential and customized for every family that Primerica serves.

THE BENEFITS OF AN FNA

  • Income Protection

    Offers a variety of strategies to ensure your family's financial future should you die prematurely.

  • Retirement Income

    Provides a detailed analysis of how much money you need to prepare for retirement.

  • Debt
    Solutions

    Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay.

  • Education Funding

    Projects actual costs for specific schools you select, then shows you several strategies for funding your children's education expenses.

  • Financial Independence

    Pulls all your information together by outlining specific steps to put your plan into action.