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Find Your Financial Advisor Match

What is your age?

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Do you have a 401k?

Yes

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Do you have an IRA?

Yes

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Do you have brokerage account(s)?

Yes

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Are you tax loss harvesting?

Yes

I'm not sure

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Are you using strategies to reduce capital gains taxes?

Yes

I'm not sure

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Are you prepared to manage RMD tax in retirement?

Yes

I'm not sure

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Do you have a trust or estate plan to ensure tax-efficient wealth transfer?

Yes

I'm not sure

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What best describes your investment experience?

No prior experience

Limited experience

Moderate experience

Extensive experience

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Do you currently have a financial advisor?

Yes

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When do you plan to retire?

I'm currently retired

1 to 5 years

5 to 10 years

10+ years

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What is your primary investment goal?

Capital Growth

Preserving Capital

Generating Income

Optimizing Taxes

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If the market dropped by 20% I would...

Sell my investments to avoid further losses

Sell a portion of my investments to reduce risk

Do nothing and wait for the market to recover

Buy more investments to take advantage of lower prices

Increase my investment aggressively to maximize long term goals

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What is your estimated annual income?

Your income range helps us find strategies that fit your lifestyle and goals. Please select one

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Please estimate your total investable assets.

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Please estimate your total investable assets.

Cash Equivalents

$0$5,000,000

401(k)

$0$5,000,000

IRA

$0$5,000,000

Brokerage

$0$5,000,000

Real Estate

$0$5,000,000

Where should we send your matches?

jake@liftcl.com

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Almost done! What's your name?

First Name

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Last Name

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What is your mobile phone number?

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Phone number

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By clicking the “See Advisor Match” button, you are providing your E-SIGN signature to accept our Terms of Service, acknowledge our Disclosures, consent to being contacted (including marketing messages) via text, calls, and emails from Finance Advisors and our partners including those made via an automated dialing system, prerecorded or artificial voice (including AI-generated voice). Consent is not required to be matched to an advisor.

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What is your zipcode?

Zipcode

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What is your age?

Do you have a 401k?

Do you have an IRA?

Do you have brokerage account(s)?

Are you tax loss harvesting?

Are you using strategies to reduce capital gains taxes?

Are you prepared to manage RMD tax in retirement?

Do you have a trust or estate plan to ensure tax-efficient wealth transfer?

What best describes your investment experience?

Do you currently have a financial advisor?

When do you plan to retire?

What is your primary investment goal?

If the market dropped by 20% I would...

What is your estimated annual income?

Please estimate your total investable assets.

Please estimate your total investable assets.

Where should we send your matches?

Almost done! What's your name?

What is your mobile phone number?

Important: you'll receive your match after we verify your information

What is your zipcode?

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