First Name *

Last Name *

Phone *

Email *

Please enter your state *

How Old Are You? *

Please estimate your Total Liquid Assets (Excluding Real Estate & Annuities): *

How do you currently manage your money? *

Manage your own investments

Use a 401(k), Roth IRA, Roth

Financial Advisor

Robo Advisor

Total Investable Assets *

$500k–$999,999

$1,000,000–$3,499,000

$3,500,000–$4,999,000

$5,000,000+

Current Investment Strategies: *

Financial Advisor

Robo Advisor

Self Managed

Current Monthly Savings: *

What is Your Primary Financial Goal? *

Grow my investments as much as possible;

Grow my investments as much as possible while also receiving some income.

Aim for steady, moderate growth while also receiving some income.

Aim for steady, moderate growth.

Prioritize estate and legacy planning for my family.

How many years have you been investing? *

0-5 years

6-10

11-20

20+

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Assessment