Advisor Match Step 1 of 13 7% Why are you seeking financial advice?(Required) COVID-19 has impacted my financial situation I'm retiring soon I want investment advice Other When would you like to retire?(Required) Within 5 years 5-10 years 10-15 years 15+ years I'm already retired How comfortable are you with investing?(Required) Very comfortable Somewhat comfortable Not comfortable at all Are you married?(Required) Yes No Divorced/separated Do you have kids under 18?(Required) Yes No Planning on kids Which of the following do you have?(Required) My own business 401K IRA/Roth IRA RSUs (Restricted Stock Units) Stock Options Trust Pension Inheritance Which of the following are you interested in?(Required) Retirement Planning Tax Planning Estate Planning Life Insurance College Savings Planning Real Estate Investing Do you currently have a financial advisor?(Required) Yes No How do you prefer to meet your potential advisors?(Required) I will only meet in person with advisors Zoom Phone Call Skype Google Hangouts Microsoft Teams Please estimate your current household income.(Required) Less than $50,000 $50,000 - $100,000 $250,000 - $1,000,000 Over $1,000,000 Please estimate your total assets (excluding your primary residence).(Required) Less than $100,000 $100,000 - $250,000 $250,000 - $1,000,000 $1,000,000 - $3,000,000 Over $3,000,000 What's your name?(Required) First NameLast Name(Required) Last Name To verify who you are and receive your investment options, please tell us where to securely send it to.Phone(Required)Email(Required) Preferred method of communication(Required) Email Text Call 7 + 3 =(Required) CAPTCHA
