Prioritizing YOU with Fiduciary Excellence

Find the Right Financial Solutions for Your Retirement & Beyond

Just answer some simple questions — this online assessment is FAST, secure, and 100% confidential.

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When would you like to retire?

1-4 years

5-9 years

10-19 years

20-29 years

30+ years

Already Retired

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Would you like advice on managing your finances in retirement?

Yes

Not necessary

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How do you currently manage your money?

I manage my own investments

I use retirement plans (such as a 401(k), Roth IRA, IRA)

I use a robo-advisor

I work with a financial advisor

None of the above

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How comfortable are you with investing?

Very comfortable

Somewhat comfortable

Not comfortable at all

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Why are you looking to retain an advisor?

Retiring soon

Investment advice

Other

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Are you married?

Yes

No

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Are you saving jointly or separately?

Separately

Jointly

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Do you own your home?

Yes

No

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Do you currently have children under 18?

No

Yes, 1

Yes, 2

Yes, 3 or more

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Would you like help creating a college savings program for them?

Yes

No

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Do you own a business?

Yes

No

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If your investments dropped 10% today, what would you do?

Invest more

Do nothing

Sell to cut losses

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How important is it for your financial advisor to have tax expertise?

Must have

Nice to have

Not important

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How important is it for your financial advisor to have estate planning expertise?

Must have

Nice to have

Not important

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How important is it for your financial advisor to have insurance product expertise?

Must have

Nice to have

Not important

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Is socially responsible investing important to you?

Must have

Nice to have

Not important

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Do you currently have a financial advisor?

Yes

No

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Why are you looking for a new one?

I'm unsatisfied with my current advisor

I'd like to get another advisor's perspective

I have substantial wealth that I'd like to divide with another advisor

I recently relocated

Other

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Do you need your financial advisor to be in your immediate area?

Yes

No, I am comfortable working by phone or video-conference

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Please estimate your current household income.

Less than $40,000

$40,000 - $74,999

$75,000 - $99,999

$100,000 - $149,999

$150,000 - $249,999

Over $250,000

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Please estimate your total investable assets.

Less than $25,000

$25,000 - $99,999

$100,000 - $249,999

$250,000 - $999,999

$1,000,000 - $4,999,999

Over $5,000,000

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Please estimate your current monthly savings.

Less than $100

$100 - $249

$250 - $499

$500 - $999

$1,000 - $1,999

Over $2,000

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Anything else we should consider in the solution-matching process?

(Feel free to answer 'no' if you've already provided enough information)

Enter Your Answer

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Where are you located?

CITY OR ZIP CODE

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Great News!
You're almost done.

Continue to the final steps so we can provide your personalized financial & investment advisory consultation.

This service is 100% FREE and there is no obligation!

(click below to continue)

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What is your full name?

Enter first and last name

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What is your email address?

name@email.com

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What is your mobile number?

(xxx) xxx-xxxx

Finish

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By clicking on “Finish” button, I verify this is my email address and consent to receive email messages via automated technology.

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Prioritizing YOU with Fiduciary Excellence

Find the Right Financial Solutions for Your Retirement & Beyond

When would you like to retire?

Would you like advice on managing your finances in retirement?

How do you currently manage your money?

How comfortable are you with investing?

Why are you looking to retain an advisor?

Are you married?

Are you saving jointly or separately?

Do you own your home?

Do you currently have children under 18?

Would you like help creating a college savings program for them?

Do you own a business?

If your investments dropped 10% today, what would you do?

How important is it for your financial advisor to have tax expertise?

How important is it for your financial advisor to have estate planning expertise?

How important is it for your financial advisor to have insurance product expertise?

Is socially responsible investing important to you?

Do you currently have a financial advisor?

Why are you looking for a new one?

Do you need your financial advisor to be in your immediate area?

Please estimate your current household income.

Please estimate your total investable assets.

Please estimate your current monthly savings.

Anything else we should consider in the solution-matching process?

Where are you located?

Great News! You're almost done.

What is your full name?

What is your email address?

What is your mobile number?

Great News!
You're almost done.