Name * First Name Last Name Email * What is your current age range? * 18-24 25-34 35-44 45-54 55+ Are you currently in your peak career years or close to that age range? * I'm in the peak of my career I'm getting close to retirement Other Do you have kids? * Yes No If you answered yes, to the above question- How old are your kids? * Under 14 15-18 18+ Are you currently thinking about retirement and the potential shift in identity and routines? * Yes No Do you have anxiety or concerns about retirement and its financial aspects? * Yes No Are you interested in creating a retirement plan that includes philanthropy and other elements? * Yes No Do you have concerns about healthcare costs and long-term care planning? * Yes No Are you starting to prioritize a more tailored investment strategy? * Yes No Have you already funded your retirement accounts? * Yes, They're full. Somewhat Not at all Are you more hands-on in your investment decisions or prefer to have your advisor handle them? * I prefer to be hands-on I prefer an advisor to handle everything What's more important? Time or money. * Time Money Thank you! Please allow 48-72 hours for your results. We look forward to chatting with you.
