What is your current age? *

Under 30

30-40

40-50

50-60

Over 60

Are you currently employed or retired? *

Employed

Retired

Self-employed

What is your primary financial goal? *

Building wealth through investments

Planning for retirement

Managing existing wealth

Protecting assets and ensuring financial security

Ensuring a stable income in retirement

What is your estimated annual income? *

Under $50,000

$50,000 - $100,000

$100,000 - $200,000

$200,000 - $500,000

Over $500,000

Do you currently have any of the following? (Select all that apply) *

401(k) or other employer-sponsored retirement plans

IRA (Traditional or Roth)

Taxable investment accounts

Real estate investments

Life insurance policies

Annuities

How would you describe your risk tolerance when it comes to investments? *

Very conservative

Conservative

Moderate

Aggressive

Very aggressive

Do you own a business or have business-related financial planning needs? *

Yes

Which of the following best describes your current retirement planning status? *

I haven’t started planning yet

I have started planning but need help

I have a plan in place but need to review and optimize it

I am already retired and want to ensure my plan remains effective

Do you have a plan in place for long-term care or health-related expenses in retirement? *

Yes

What type of financial advisor support are you looking for? *

One-time consultation

Ongoing advisory services

Specific project-based assistance (e.g., setting up a retirement plan)

Comprehensive wealth management

Where can we send your results?

First Name

Email *

Phone *

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