Free Retirement Assessment

1
What do you need help with?* This field is required.Select all that apply
Retirement planning
Tax planning
Investment management
Estate planning
Social security timing
Charitable giving
Concentrated stock
Other
2
What are your goals?Select all that apply
Reduce taxes
Make my money last in retirement
Improve investment returns
Reduce investment risk
Simplify my financial life
Diversify concentrated stock
Find out when I can retire
Travel in retirement
Ensure my spouse will be okay
Other
3
Are you currently retired?* This field is required.
YESNO
4
What age would you hope to retire?* This field is required.
5
Are you planning for yourself or you and your spouse?* This field is required.
Myself
Me and my spouse
6
How old are you today?* This field is required.
7
How old is your spouse today?
8
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
9
What is your portfolio value? (excluding real estate)?* This field is required.We have a preferred 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
10
What state do you live in?
Please Select
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
11
What's Your Name?* This field is required.
First Name
Last Name
12
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
13
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.
Should be Empty: