Your Complimentary Homeowner Financial Checkup
A simple 5–7 minute checkup designed to help identify financial opportunities that could make a meaningful difference for you and your family.
Client Benefit
5–7 Minutes
Financial Information
We appreciate the opportunity to serve you
Thank you for trusting Engarde Financial Group with your home and auto insurance.
We have been looking for ways to provide even more value to our clients beyond helping with their insurance. As part of that effort, we are offering a complimentary Homeowner Financial Checkup.
This brief checkup may help uncover financial opportunities you have not considered and give you access to helpful information based on the goals and priorities that matter most to you.
Your checkup may help you explore opportunities such as:
Becoming debt-free sooner
Paying off your mortgage earlier
Better protecting your family
Strengthening your retirement plan
Preparing for future education expenses
Building emergency savings
Reducing financial stress
Improving your overall financial picture
What to expect
Complete your checkup
Answer a few simple questions about your financial goals, priorities, and areas where you may want additional information.
Identify potential opportunities
Your responses may help uncover areas where additional information or financial resources could be helpful.
Receive your thank-you gift
After completing your checkup, you will receive a $10 Dunkin' gift card courtesy of Engarde Financial Group.
Simple, private and pressure-free
You will not be asked for:
There is no obligation to purchase anything.
Your responses will only be used to help provide relevant information and resources based on your interests.
A thank-you for your time
After completing your Homeowner Financial Checkup, you will receive a $10 Dunkin' gift card courtesy of Engarde Financial Group.
This is simply our way of thanking you for your time and for allowing us to serve as your insurance agency.
