Wealth Sync Scorecard
A Brief Quiz For You To Assess How Synchronized Your Wealth Is!
Download your FREE Wealth Scorecard!
What Does This Scorecard Assess?
Cash Flow, Risk, & Savings Assessments
Series of questions that help you score these different areas of your financial life.
Mindset & Tracking Assessments
Questions that continue the assessment around mindset and tracking.
Your
Results
At the end, you can see how you stack up in WEALTH SYNCHRONIZATION.
Cash Flow, Risk, & Savings Assessments
Series of questions that help you score these different areas of your financial life.
Mindset & Tracking Assessments
Questions that continue the assessment around mindset and tracking.
Your
Results
At the end, you can see how you stack up in WEALTH SYNCHRONIZATION.
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United Advisor Group (“UAG”), d/b/a Wealth Sync Partners, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Wealth Sync Partners, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. Securities Offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Advisory Services offered through United Advisor Group. Silver Oak Securities and United Advisor Group are not affiliated.