Retirement Quiz 1 2 3 4 5 6 7 8 9 10 11 12 Are you retired, or when would you like to retire? I am already retired0-3 years4 to 9 years10+ years Previous Next What zip code do you live in? Previous Next What is your current age? Over 6561-6556-6046-5536-45Under 35 Previous Next How many of your current advisor's conflicts of interest can you list? None1-23 or moreI don't have an advisor Previous Next How quickly would you like to improve your long-term retirement and portfolio strategy? As soon as possibleWithin the next 3 monthsWithin the next yearNo specific timeframe / I don't want to make any change Previous Next Would you like an assessment of maintaining your lifestyle in retirement? Must haveNice to haveNot needed Previous Next How important to you is having an unbiased and independent fiduciary financial advisor managing your portfolio? It’s a non-negotiable deal-breakerIt’s one factor I’ll use in choosing an advisorIt’s an overrated concept and not important at allI don’t know what a fiduciary is Previous Next Please estimate your total liquid investable assets, excluding real estate and business. —Please choose an option—Under $500,000$500,000 to $1,000,000$1,000,000 to $2,000,000$2,000,000 to $5,000,000$5,000,000 to $10,000,000$10,000,000 to $25,000,000$25,000,000 to $100,000,000Over $100,000,000 Previous Next What else would you like to share about what you seek help on? Previous Next Where shall we email you a free copy of our $599 cover priced 80+ page comprehensive wealth management, estate and tax planning book? Previous Next Great, you are almost there … who shall we call to discuss your answers and provide you information about what you asked for? Previous Next What Mobile Number can you be reached at? Previous Next
