What is your current financial priority: *

Just getting started

building up my savings

Growing my wealth

Retaining my wealth

Are you retired ? *

Yes

No

How confident are you in long-term financial plan? *

Not confident

very confident

Ad a scale

How quickly would you like to improve your long term financial strategy : *

As soon as possible

Within the next 3 months

within the next year

no specific time frame/ I don't want to make changes)

Select the most accurate portrayal of your retirement. *

Enjoyment

Freedom

Leisure

Other

Are you planning on relocating for retirement? *

Yes

No

Not sure

Where do you live? *

What will be the main source of your retirement income? *

Savings and investments

Employer (Pensions)

Government

Other

Do you keep an emergency fund: *

Yes

No

Do you have an IRA? *

YES

NO

Do you have a 401k *

Yes

No

What is your risk tolerance: *

Low

Medium

High

How comfortable are you with investing: *

Not comfortable

Very comfortable

Have you started a 529 plan: *

Yes

No

Are you investing in any additional real estate assets? *

Yes

No

Do you own a business *

Yes

No

Do you own your home? *

Yes

No

Do you need your financial advisor to be in your immediate area? *

No, I am comfortable working by phone or video

Yes

Which of these is most important for your financial advisor to have? *

Tax expertise

Investment management expertise

Estate planning expertise

None of the above

Is there anything else you'd like your matches to know?(Optional)

We'll send you a personalize report once you verify your contact info *

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What's your name? *

Last Name *

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You'll receive your report shortly after we verify your information. *

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