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When would you like to retire?
Would you like advice on how to manage income and expenses in retirement?
How do you currently manage your money?
Would you like your advisor to perform a complete assessment of your current retirement readiness?
How comfortable are you with investing?
Are you married?
Are you saving jointly or separately?
Do you own your home?
Have you refinanced your home recently to take advantage of low interest rates?
Do you currently have children under 18?
Would you like help creating a college savings program for your child?
Do you own a business?
If your investments dropped 10% today, what would you do?
How important is it for your financial advisor to have tax expertise?
How important is it for your financial advisor to have estate planning expertise?
How important is it for your financial advisor to have insurance product expertise?
Is socially responsible investing important to you?
Do you currently have a financial advisor?
What is your zipcode?


Does your financial advisor need to be within driving distance of you?
Please estimate your total investable assets.
How much are you currently saving on a monthly basis?

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