Empowering better financial decision-making
What is your current age?
Over 75
71 - 75
66 - 70
56 - 65
45 - 55
Under 45
When would you like to retire?
I'm already retired
1 - 4 years
5 - 9 years
10 - 19 years
20 - 29 years
30+ years
What is your current financial priority?
Just getting started
Building up my savings
Growing my wealth
Retaining my wealth
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
How confident are you in your current advisor — or yourself — navigating today’s markets?
Very confident
Somewhat confident
Not confident
I'm not sure
Where do you live?
Where do you expect the majority of your retirement income to come from?
Savings and investments
Employer (Pensions)
Government
Other
Are you currently using any strategies to reduce or defer capital gains taxes on appreciated investments?
Yes
No
I'm not sure
What's your occupation?
Executive / Senior Management
Manager / Supervisor
Professional (e.g., engineer, consultant, architect)
Finance / Accounting / Banking
Legal Professional
Healthcare Professional (doctor, dentist, pharmacist)
Technology / IT / Software
Scientist / Researcher
Business Owner
Self-Employed / Freelancer / Contractor
Real Estate Professional
Sales Representative
Marketing / Advertising / PR
Creative / Media / Design
Teacher / Professor / Educator
Government / Public Sector
Military / Veteran
Nonprofit / Social Services
Skilled Trades (electrician, plumber, mechanic)
Construction / Manufacturing
Transportation / Logistics
Maintenance / Facilities
Retail
Hospitality / Food Service
Customer Service / Call Center
Agriculture / Farming / Fishing
Student
Homemaker / Caregiver
Not Currently Employed
Other
Please estimate your 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
Do you keep an emergency fund?
Yes
No
How comfortable are you with investing?
Very comfortable
Somewhat comfortable
Not comfortable at all
What is your risk tolerance?
High
Average
Low
Not sure
How would you characterize your overall health?
Excellent
Good
Fair
Poor
Are you married?
Yes
No
Do you currently have children under 18?
No
Yes, 1
Yes, 2
Yes, 3 or more
Not Applicable
Do you have a family trust or estate plan in place to control how your wealth is transferred?
Yes
It's in progress
No
I'm not sure what that involves
Do you own your home?
No
Yes
Do you own a business?
No
Yes
Are you investing in any additional real estate assets?
No
Yes
Users like you often have over $1M in investable assets. Is that true for you?
No
Yes
Do you currently have a financial advisor?
No
Yes
Which of these is most important for your financial advisor to have?
Tax expertise
Investment management expertise
Estate planning expertise
None of the above
What is your email address?
First Name
Last Name
What is your phone #?
Submit
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