Find the Right Financial Solutions for Your Retirement & Beyond

Answer a few questions and get matched with financial solutions based on your needs

Zip Code

GO!

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When would you like to retire?

1-4 years

5-9 years

10-19 years

20-29 years

30+ years

Already Retired

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Would you like advice on managing your finances in retirement?

Yes

Not necessary

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How do you currently manage your money?

I manage my own investments

I use retirement plans (such as a 401(k), Roth IRA, IRA)

I use a robo-advisor

I work with a financial advisor

None of the above

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How comfortable are you with investing?

Very comfortable

Somewhat comfortable

Not comfortable at all

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Why are you looking to retain an advisor?

Retiring soon

Investment advice

Other

your answer

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Are you married?

Yes

No

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Are you saving jointly or separately?

Separately

Jointly

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Do you own your home?

Yes

No

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Do you currently have children under 18?

No

Yes, 1

Yes, 2

Yes, 3 or more

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Would you like help creating a college savings program for them?

Yes

No

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Do you own a business?

Yes

No

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If your investments dropped 10% today, what would you do?

Invest more

Do nothing

Sell to cut losses

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How important is it for your financial advisor to have tax expertise?

Must have

Nice to have

Not important

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How important is it for your financial advisor to have estate planning expertise?

Must have

Nice to have

Not important

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How important is it for your financial advisor to have insurance product expertise?

Must have

Nice to have

Not important

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Is socially responsible investing important to you?

Must have

Nice to have

Not important

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Do you currently have a financial advisor?

Yes

No

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Why are you looking for a new one?

I'm unsatisfied with my current advisor

I'd like to get another advisor's perspective

I have substantial wealth that I'd like to divide with another advisor

I recently relocated

Other

your answer

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

Yes

No, I am comfortable working by phone or video-conference

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Please estimate your current household income.

Less than $40,000

$40,000 - $74,999

$75,000 - $99,999

$100,000 - $149,999

$150,000 - $249,999

Over $250,000

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Please estimate your total investable assets.

Less than $25,000

$25,000 - $99,999

$100,000 - $249,999

$250,000 - $999,999

$1,000,000 - $4,999,999

Over $5,000,000

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Please estimate your current monthly savings.

Less than $100

$100 - $249

$250 - $499

$500 - $999

$1,000 - $1,999

Over $2,000

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Anything else we should consider in the advisor matching process?

(Feel free to answer 'no' if you've already provided enough information)

Enter Your Answer

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What is your full name?

Enter first and last name

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What is your email address?

name@email.com

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What is your phone number?

(xxx) xxx-xxxx

Finish

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