6% complete

When would you like to retire?

I'm currently retired

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10+ years

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16% complete

What is your age?

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23% complete

Approximately how much do you have in total investable assets (excluding your home)?

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30% complete

What is your estimated annual income?

Sharing this helps us refine your match

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38% complete

Which of the following do you currently invest in?

Select all that apply — this helps us understand your current financial picture.

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46% complete

Do you currently have a financial advisor?

Yes

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54% complete

Who are you planning for?

This helps us match you with advisors who specialize in your situation.

Just Myself

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My family (children, dependents)

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61% complete

What is your top financial goal right now?

Capital Growth

Preserving Capital

Generating Income

Optimizing Taxes

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70% complete

What’s most important in your ideal advisor?

Advisors have different strengths — this helps us make the right match for you

Independent, objective advice

Specialized expertise (tax/estate planning)

More responsive service

Lower fees

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76% complete

How confident are you in your current tax strategy for retirement?

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84% complete

Where should we send your advisor match?

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29% complete

Do you have a 401k?

Yes

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35% complete

Do you have an IRA?

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Do you have mutual funds or ETFs?

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Are you tax loss harvesting?

Yes

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53% complete

Are you using strategies to reduce capital gains taxes?

Yes

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58% complete

Are you prepared to manage RMD tax in retirement?

Yes

Not sure

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48% complete

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

Yes

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77% complete

Please estimate your total investable cash

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77% complete

Please estimate your total 401(k)

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Please estimate your total IRA

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77% complete

Please estimate your total brokerage accounts

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77% complete

Please estimate your total real estate assets

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When would you like to retire?

What is your age?

Approximately how much do you have in total investable assets (excluding your home)?

What is your estimated annual income?

Which of the following do you currently invest in?

Do you currently have a financial advisor?

Who are you planning for?

What is your top financial goal right now?

What’s most important in your ideal advisor?

How confident are you in your current tax strategy for retirement?

Where should we send your advisor match?

Almost done! What's your name?

What is your phone number?

Do you have a 401k?

Do you have an IRA?

Do you have mutual funds or ETFs?

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?

Please estimate your total investable cash

Please estimate your total 401(k)

Please estimate your total IRA

Please estimate your total brokerage accounts

Please estimate your total real estate assets

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