Do you currently have a financial advisor?
1
Yes
2
No
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What is your current age?
Please choose an range
1
Over 65
2
61 - 65
3
56 - 60
4
46 - 55
5
35 - 45
6
Under 35
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What is happening in your life right now, or in the next 2 years?
(select all that apply)
1
family-add-new-member
Parenthood
2
diamond-ring
Marriage
3
love-it-break
Divorce
4
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Sale of stock, home or business
5
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Inheritance
6
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Retirement
7
monitor-heart-beat
Illness or death of a family member
8
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Something else
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What is most important for you?
Please choose an option
1
business-contract-approve
Tax expertise
2
business-deal-cash
Investment management expertise
3
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Estate planning expertise
4
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Retirement Planning
5
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Major Purchase
6
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None of the above
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How close are you to retirement?
Please choose an option
1
I'm already retired.
2
I am not retired yet, but I am planning on retiring this year.
3
I plan to retire in 1 to 5 years.
4
I am over 5 Years out from retirement.
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How confident are you in your long-term financial plan?
Please choose an option
1
Very confident
2
Somewhat confident
3
Not confident
4
I don't have a plan
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Which word most accurately describes your vision of retirement?
Please choose an option
1
Enjoyment
2
Freedom
3
Leisure
4
Other
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Estimate your yearly household income.
Please choose an option
1
$100k - $250k
2
$250k - $500k
3
$500k - $1M
4
$1M - $2M
5
$2M - $5M
6
$5M+
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When it comes to your nestegg (401k, checking, savings, stocks/bonds/options) estimate your total investable assets?
Please choose an option
1
$100k - $250k
2
$250k - $500k
3
$500k - $1M
4
$1M - $2M
5
$2M - $5M
6
$5M+
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If you know, select how your investable assets are broken out.
Choose all that apply
1
Checking Account/Cash
2
Savings
3
Stocks/Bonds/Options
4
Retirement Account (401k, Roth)
5
Gold
6
Other
7
Don't Know
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Where are you located?
Option 1
Option 2
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Is there anything else you would like to share about your needs or specific situation?
(optional)
Please specify an answer
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