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Where are you on your retirement journey?

Within 3 years3-10 years10-15 years15+ years

What best describes you?

I want to offload my retirement planning and investment management responsibility so I can focus on what really matters to me in retirement I want the reassurance of working with a professional, but I’d prefer to be hands-on with my planI want to handle the investment management myself, but I’d prefer to delegate the income distribution planning to a specialistI want to do it all myself, but I’d prefer to have a professional double-check my planI’m not really sure

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What is most important to you in retirement?

Getting as much income as possible from my assetsMaking sure my money will last through my retirement even if it potentially means tightening my belt to live within my meansPaying as little in taxes and unnecessary fees as possible

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What is the highest priority for your retirement?

Enjoying my wealth and traveling all over the worldServing and giving back to my community and familyLiving close and/or spending time with family, children, and grandchildrenOther

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What do you want to happen to your wealth when you pass?

Passed down entirely to my familySplit between my family and charities I want to impactDonate the majority or entirety to charities and causesI hope to spend the majority of my wealth in retirementI’m not really sure

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How much do you currently have saved for your retirement?

$0 - $300,000$300,000- $1M$1M - $3M$3M+

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Ready to TAKE THE FIRST STEP?

Please complete our short questionnaire. If it looks like we may be a good fit, we’ll reach out so we can learn more about each other.

Ready to TAKE THE FIRST STEP?

Please complete our short questionnaire. If it looks like we may be a good fit, we’ll reach out so we can learn more about each other.

Not ready to schedule a call, but want to stay in touch?