Free Retirement Assessment

1

Are you currently retired?* This field is required.

YESNO

2

What age would you hope to retire?* This field is required.

3

Are you planning for yourself or you and your spouse?* This field is required.

Myself

Me and my spouse

4

What do you need help with?Select all that apply

Retirement cash flow projections

Tax reduction strategies

Managing my investments

Retirement income strategies

Social security timing

Simplify my financial life

Other

5

What are your biggest concerns about retirement?* This field is required.Select all that apply

Not having a paycheck anymore

Running out of money in retirement

Paying too much in taxes

Paying for healthcare

Creating sustainable income in retirement

Suffering investment losses

Other

6

How old are you today?* This field is required.

7

How old is your spouse today?

8

What is your portfolio value? (excluding real estate)?* This field is required.We have a strict new client minimum of $1 million.

$1,000,000 to $2,000,000

$2,000,000 to $3,000,000

$3,000,000 to $5,000,000

Over $5,000,000

I'd prefer to tell you when we meet

9

What's Your Name?* This field is required.

First Name

Last Name

10

Great job! What's your best email?* This field is required.(You'll gain access to our calendar to schedule your retirement assessment on the next page)

example@example.com

11

What's your best phone number?(so we can call you directly if you are unable to login to the zoom meeting for your assessment)

Please enter a valid phone number.