Retirement
Investments
Life Insurance
Estate Planning
Refinance
More
Who We Are
Contact Us
Blog
Find Your Financial Advisor
When would you like to retire?
1-4 years
5-9 years
10-19 years
20-29 years
30+ years
Already Retired
Next
Would you like advice on managing your finances in retirement?
Yes
Not necessary
Back
Next
Would you like an assessment of your retirement readiness?
Yes
Nice to have
Not important
Back
Next
How comfortable are you with investing?
Very comfortable
Somewhat comfortable
Not comfortable at all
Back
Next
Why are you looking to retain an advisor?
Retiring soon
Investment advice
Other
Back
Next
Are you married?
No
Yes
Back
Next
Do you own your home?
No
Yes
Back
Next
Do you currently have children under 18?
No
Yes, 1
Yes, 2
Yes, 3 or more
Back
Next
Do you own a business?
No
Yes
Back
Next
If your investments dropped 10% today, what would you do?
Invest more
Do nothing
Sell to cut losses
Back
Next
Do you have a 401(k)?
Yes
No
Back
Next
Do you have an IRA?
Yes
No
Back
Next
Do you have an emergency fund?
Yes
No
Back
Next
How important is it for your financial advisor to have tax expertise?
Must have
Nice to have
Not important
Back
Next
How important is it for your financial advisor to have estate planning expertise?
Must have
Nice to have
Not important
Back
Next
How important is it for your financial advisor to have insurance product expertise?
Must have
Nice to have
Not important
Back
Next
Is socially responsible investing important to you?
Must have
Nice to have
Not important
Back
Next
Do you currently have a financial advisor?
No
Yes
Back
Next
Do you need your financial advisor to be in your immediate area?
No, I am comfortable working by phone
Yes
Back
Next
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
Back
Next
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
Back
Next
Please estimate your current monthly savings.
Less than $100
$100 - $249
$250 - $499
$500 - $999
$1,000 - $1,999
Over $2,000
Back
Next
Add your contact info.
Back
Submit