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Receiving Your Financial Roadmap is Simple.

 

  • Simply provide your first name and email address below.

  • Complete the PayPal secure payment process (no existing PayPal account required)

  • You will be forwarded to a secure webpage to begin filling out your Personal Profile Questionnaire

After completing and submitting your Personal Profile Questionnaire, Your Financial Roadmap Report is delivered to your email inbox within minutes!

*A computer or tablet is recommended to complete your Personal Profile Questionnaire

We take your privacy and security seriously. Throughout the process, we ask for a minimum amount of personal information and only collect what is required to process your transaction.

Your Financial Roadmap, Inc. does not have access to any credit card information which is submited to PayPal and encrypted using industry-grade standards and stored exclusively by the credit card processor. Your information is transferred and stored securely according to the strictest of guidelines.

The PayPal secure checkout requires your full name and address, but neither are stored in our records.

Questions? Please don't hesitate to reach out to us via our Contact Page.

Online Financial Planning Report

CONTACT US

Your Financial Roadmap, Inc.

3800 American Blvd West • Suite 1110

Bloomington, MN 55431

800-741-0704  •  952-857-2411

 

Privacy & Security  |  Terms of Service

 

Your Financial Roadmap, Inc. does not provide investment, tax, or legal advice and such advice should only be obtained from a qualified professional. All written content on this site is for informational and educational purposes only and is not a substitute for professional financial, investment and/or legal advice. Individuals should seek advice from professional advisors prior to implementing any strategy. Your Financial Roadmap, Inc. is not a financial planner, financial counselor, financial adviser, investment counselor, investment adviser, financial consultant, estate planner, attorney, law firm, insurance agent, insurance agency, accountant or accounting firm. Your Financial Roadmap, Inc. is not a fiduciary and no fiduciary relationship exists between any user and Your Financial Roadmap, Inc. 

 

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