2-Minute Scorecard

The Fairway Tax Efficiency Scorecard

How Much Money Are You Leaving on the Course?

Answer 5 quick questions. See your result immediately. No sign-up required to get your score.

⛳

Birdie

0 points — you’re ahead of the game

⛳

Par

1 point — keeping pace

⛳

Bogey

2 points — room to improve

1. Do you know how much tax you paid personally or corporately last year?

2. Is any of your money sitting in cash, retained earnings, or low-performing accounts earning less than inflation after tax?

3. If you passed away unexpectedly, would your family or business have enough liquidity to cover taxes without selling assets?

4. Have you put a strategy in place to reduce future tax on your estate, corporation, or investments?

0

out of 10

Optional Next Step

Book a Complimentary Tax Strategy Overview

This is a no-obligation conversation designed to help you see how tax-efficient your capital and estate planning currently is — and where there may be opportunities to save more, protect more, and keep more money for your family.

Book My Complimentary Overview

This scorecard is for general educational purposes and does not replace personalized tax, legal, or financial advice. © WealthGuard LifeSolutions Inc.

Andrew Majoros

Founder
Financial Advisor
Authorized Infinite Banking Practitioner

Serving BC

778-215-1393

andrew.majoros@wealthguardlifesolutions.ca

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