--- title: Financial Questionnaire - Bleakley Financial Group description: Below are a few of the important questions for you to be able to answer in order to accurately assess your current financial state, and to maximize your financial future. At Bleakley Financial Group, we help you to answer these and other questions, and create your road map for security and prosperity. --- - [Contact Us](https://www.bleakley.com/contact-us/) - [Client Login](https://www.bleakley.com/client-login/) - [**](https://www.linkedin.com/company/bleakley-financial-group/) - [**](https://www.facebook.com/BleakleyFinancialGroup/) - [**](https://twitter.com/bleakleyfinanc1) [![logo](https://www.onepointbfg.com/hubfs/Bleakley_Financial_July2019/Images/logo.svg) ](https://www.onepointbfg.com/homepage-old?hsLang=en) # Financial Questionnaire ## DO YOU HAVE THE ANSWERS? Below are a few of the important questions for you to be able to answer in order to accurately assess your current financial state, and to maximize your financial future. At Bleakley Financial Group, we help you to answer these and other questions, and create your road map for security and prosperity. 1. How much money do you earn and spend each year? Where does it go? How will that change over time? 2. What risks do you currently insure against in every area of your life? 3. How much do you need to save, and what type of investment returns do you need to achieve your financial goals? How much investment risk are you able to take? 4. What strategies are available to you to minimize taxes paid during your lifetime? 5. Have you planned your legacy with proper wealth transfer strategies to ensure your estate is distributed with maximum impact and in accordance with your wishes? The Bleakley Financial Group team welcomes the opportunity to discuss your financial goals and how we can help you pursue them. You can reach us by email, telephone or through the contact form below. We look forward to speaking with you! Bleakley Financial Group 100 Passaic Avenue, Suite 300 Fairfield, NJ 07004 Email: [info@bleakley.com](mailto:info@bleakley.com) Phone: 973.575.4180 Fax: 973.575.4055 ![Bleakley](https://www.onepointbfg.com/hubfs/Bleakley_Financial_July2019/Images/logo-tree.svg) [100 Passaic Avenue, Suite 300, Fairfield, NJ 07004](https://www.google.com/maps?q=100+Passaic+Avenue,+Suite+300,+Fairfield,+NJ+07004&rlz=1C5CHFA_enUS742US742&um=1&ie=UTF-8&sa=X&ved=0ahUKEwiqi569tezYAhUP21MKHaABCV4Q_AUICigB) | [Contact Us](https://www.onepointbfg.com/contact-us/?hsLang=en) | P: 973.575.4180 | F: 973.575.4055 | [**](https://www.linkedin.com/company/bleakley-financial-group/) [**](https://www.facebook.com/BleakleyFinancialGroup/) [**](https://twitter.com/bleakleyfinanc1) Securities offered through LPL Financial, member [FINRA](http://www.finra.org)/[SIPC](http://www.sipc.org). Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MN, MT, NC, ND, NJ, NH, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, SC, SD, UT, VA, VT, WA, WI, WY © 2019 Bleakley | [Privacy Policy](https://www.onepointbfg.com/privacy-policy/?hsLang=en) [ Check the background of this investment professional on FINRA's BrokerCheck » ](http://brokercheck.finra.org/) ** ![](https://px.ads.linkedin.com/collect/?pid=8437420&fmt=gif) ```json { "@context" : "https://schema.org", "@type" : "FinancialService", "address" : { "@type" : "PostalAddress", "addressCountry" : "US", "addressLocality" : "Parsippany", "addressRegion" : "NJ", "postalCode" : "07054", "streetAddress" : "300 Kimball Dr, Suite 310" }, "areaServed" : { "@type" : "City", "name" : "Parsippany" }, "description" : "OnePoint BFG Wealth Partners provides wealth management, retirement planning, investment advisory, estate planning, and financial guidance for business owners, executives, and families.", "geo" : { "@type" : "GeoCoordinates", "latitude" : "40.860874", "longitude" : "-74.407038" }, "logo" : "https://www.onepointbfg.com/hubfs/onepoint/image/logo.svg", "name" : "OnePoint BFG Wealth Partners", "openingHoursSpecification" : [ { "@type" : "OpeningHoursSpecification", "closes" : "17:00", "dayOfWeek" : [ "Monday", "Tuesday", "Wednesday", "Thursday", "Friday" ], "opens" : "09:00" } ], "sameAs" : [ "https://www.linkedin.com/company/onepoint-bfg-wealth-partners/" ], "telephone" : "+1-973-575-4180", "url" : "https://www.onepointbfg.com/" } ``` ```json { "@context" : "https://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "US", "addressLocality" : "Parsippany", "addressRegion" : "NJ", "postalCode" : "07054", "streetAddress" : "300 Kimball Dr, Suite 310" }, "contactPoint" : { "@type" : "ContactPoint", "areaServed" : "US", "availableLanguage" : [ "English" ], "contactType" : "Service", "telephone" : "+1-973-575-4180" }, "description" : "OnePoint BFG Wealth Partners provides wealth management, retirement planning, investment advisory, estate planning, and financial guidance for business owners, executives, and families.", "logo" : "https://www.onepointbfg.com/hubfs/onepoint/image/logo.svg", "name" : "OnePoint BFG Wealth Partners", "sameAs" : [ "https://www.linkedin.com/company/onepoint-bfg-wealth-partners/" ], "url" : "https://www.onepointbfg.com/" } ```