Discover your Long Term Financial Plan

Full Name

Email Address

Phone Number

How confident are you in your long-term financial plan?

Very confident

Somewhat confident

Not confident

I don't have a plan

Other

How do you currently manage your money?

I manage my own money

I use a robo-advisor

I work with a financial advisor

None of the above

When would you like to retire?

1–4 years

5–9 years

10–19 years

20+ years

Already Retired

Where do you expect the majority of your retirement income to come from?

Savings and investments

Employer (pensions)

Government pension

Social Security

Other (Please Describe Below)

How comfortable are you with investing?

Very comfortable

Somewhat comfortable

Not comfortable at all

Do you own a business?

Yes

No

Do you currently have a financial advisor?

Yes

No

Please estimate your total investable assets (excluding your primary residence).

Less than $250,000

$250,000 – $1,000,000

$1,000,000 – $5,000,000

$5,000,000 – $10,000,000

Over $10,000,000

Please estimate your household income.

Less than $50,000

$50,000 – $100,000

$100,000 – $250,000

$250,000 – $500,000

$500,000 – $1,000,000

Over $1,000,000

Please estimate your current monthly savings.

Less than $100

$100 – $249

$250 – $499

$500 – $999

$1,000 – $1,999

Over $2,000

What are your biggest concerns? (Select all that apply.)

Making my money last throughout retirement

Investing my money properly

Reducing my taxes

Determining when I should take Social Security

Estate planning

Other (Please describe below)

Have you stress-tested your investments?

Yes

No

How confident are you in your tax planning? Are you utilizing all the tax reduction strategies available to you?

Very confident

Somewhat confident

Not confident

I am not using tax reduction strategies

There are areas you can improve upon in your current situation, schedule your 15 minute free assessment.

This is not a sales call. The purpose of this call is to answer any questions and determine whether there is a potential fit between our knowledge and experience and your needs.

Schedule Free Assessment

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