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BEST FINANCIAL ADVISORS IN ENCINITAS, CA

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ENCINITAS, CA FIDUCIARY FINANCIAL ADVISORS

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WEALTH MANAGEMENT ASSOCIATES, INC.

SEC File# 801-79993
CRD# 117606

Location 511 Saxony Pl #101, Encinitas, CA 92024, USA
Phone (760) 487-1582
Language http://www.wmacompany.com/
Directions Get in Touch

LPL FINANCIAL

SEC File# 801-10970
CRD# 6413

Location Encinitas, CA 92024, USA
Phone (760) 634-1195
Language https://lplfinancial.lpl.com/
Directions Get in Touch

BLANKINSHIP & FOSTER FINANCIAL ADVISORS

SEC File# 801-35218
CRD# 104795

Location 420 Stevens Ave #250, Solana Beach, CA 92075, USA
Phone (858) 755-5166
Language http://www.bfadvisors.com/
Directions Get in Touch

VINTAGE WEST CAPITAL MANAGEMENT

SEC File# 801-79048
CRD# 170186

Location 160 Chesterfield Dr STE 102, Cardiff, CA 92007, USA
Phone (858) 397-5542
Directions Get in Touch

CULTIVATING WEALTH

SEC File# 801-107270
CRD# 282447

Location 1700 Aviara Pkwy #130301, Carlsbad, CA 92013, USA
Phone (760) 933-7526
Language http://www.cultivatingwealth.com/
Directions Get in Touch

COOPER CAPITAL GROUP

SEC File# 801-117210
CRD# 305121

Location 280 N Coast Hwy 101, Encinitas, CA 92024, USA
Phone (760) 452-6114
Language http://www.coopercapgroup.com/
Directions Get in Touch

WARD & ASSOCIATES

SEC File# 801-55927
CRD# 107878

Location 511 Saxony Pl suite 101-w, Encinitas, CA 92024, USA
Phone (858) 759-5330
Directions Get in Touch

ABACO ASSET MANAGEMENT LLC


Location 2236 Encinitas Blvd # B, Encinitas, CA 92024, USA
Phone (760) 943-8506
Directions Get in Touch

CFS LENDING


Location 315 S Coast Hwy 101 U-95, Encinitas, CA 92024, USA
Phone (800) 435-6136
Directions Get in Touch

CARLA CAMPBELL CPA CFP

5 out of 5
Location 285 N El Camino Real #215, Encinitas, CA 92024, USA
Phone (760) 487-5678
Language https://www.campbellwealthadvisors.com/team/carla-campbell-cpa-cfp
Directions Get in Touch

STONE STEPS FINANCIAL LLC

5 out of 5
Location 533 2nd St Suite 207, Encinitas, CA 92024, USA
Phone (760) 456-7147
Language http://www.stonestepsfinancial.com/
Directions Get in Touch

ALOHA WEALTH PARTNERS


Location 1166 Aloha Dr, Encinitas, CA 92024, USA
Phone (858) 354-7414
Language https://www.alohawealthpartners.com/
Directions Get in Touch

CHET ATLAS, CFP®


Location 2139 Ranch View Terrace, Encinitas, CA 92024, USA
Phone (760) 730-1960
Directions Get in Touch

LOHMAN & ASSOCIATES, INC.

SEC File# 801-111055
CRD# 158043

Location 533 2nd St, Encinitas, CA 92024, USA
Language http://lohmanassociates.com/
Directions Get in Touch

FINANCIAL TRAINING CO


Location 770 Rancho Santa Fe Rd # 4, Encinitas, CA 92024, USA
Phone (760) 944-1424
Directions Get in Touch

EDWARD JONES - FINANCIAL ADVISOR

SEC File# 801-3297
CRD# 250

Location 162 S Rancho Santa Fe Rd e, Encinitas, CA 92024, USA
Language http://www.edwardjones.com/
Directions Get in Touch

CROSS-SEARCH


Location 4405 Manchester Ave Suite #106, Encinitas, CA 92024, USA
Phone (800) 247-3272
Language https://cross-search.com/
Directions Get in Touch

TRITON PACIFIC SECURITIES LLC


Location 700 Garden View Ct # 201K, Encinitas, CA 92024, USA
Phone (760) 479-0927
Directions Get in Touch

LONGHOUSE WEALTH MANAGEMENT

5 out of 5
Location 187 Calle Magdalena Suite 103, Encinitas, CA 92024, USA
Phone (760) 642-1100
Language http://longhousewm.com/
Directions Get in Touch

CORPORATE FINANCE CONSULTANTS


Location 1421 Valleda Ln, Encinitas, CA 92024, USA
Phone (760) 436-2661
Directions Get in Touch

SUMMIT SETTLEMENT SERVICES


Location 654 Shanas Ln, Encinitas, CA 92024, USA
Phone (760) 944-0022
Directions Get in Touch

OZOG RONALD


Location 4405 Manchester Ave # 107, Encinitas, CA 92024, USA
Phone (760) 436-1905
Directions Get in Touch

JIM LEE FINANCIAL

5 out of 5
Location 937 S Coast Hwy 101 suite c-206, Encinitas, CA 92024, USA
Phone (760) 436-1711
Language https://jimleefinancial.com/
Directions Get in Touch

STOUT CAPITAL MANAGEMENT LLC


Location 721 N Vulcan Ave # 206, Encinitas, CA 92024, USA
Phone (760) 230-8744
Language https://www.stoutcapital.com/
Directions Get in Touch

FINANCIAL ADVISORS | U.S. BANCORP INVESTMENTS


Location 131 N El Camino Real, Encinitas, CA 92024, USA
Phone (760) 632-3634
Language
https://www.usbank.com/wealth-management/find-an-advisor/ca/encinitas/adam-franklin.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
Directions Get in Touch

SHAW FINANCIAL SERVICES, INC


Location 2211 Encinitas Blvd # 100, Encinitas, CA 92024, USA
Phone (760) 436-5353
Directions Get in Touch

RAYMOND JAMES FINANCIAL SERVICES


Location 191 Calle Magdalena #260, Encinitas, CA 92024, USA
Phone (760) 436-9000
Language https://www.raymondjames.com/
Directions Get in Touch

DOUGHERTY FUNDING LLC


Location 171 Saxony Rd # 106, Encinitas, CA 92024, USA
Phone (760) 479-3580
Language http://www.doughertymarkets.com/
Directions Get in Touch

LIFETIME FINANCIAL ADVISORS, INC.

5 out of 5
Location 2210 Encinitas Blvd Ste. C, Encinitas, CA 92024, USA
Phone (760) 943-0430
Language http://www.lfa-inc.com/
Directions Get in Touch

CLYMAN & ASSOCIATES INC


Location 204 N El Camino Real # E540, Encinitas, CA 92024, USA
Phone (760) 753-4241
Directions Get in Touch

WITTENBERG FINANCIAL & INSURANCE SERVICES

5 out of 5
Location 2559 Montgomery Ave, Cardiff, CA 92007, USA
Phone (760) 942-1880
Language http://www.wittenbergfinancial.com/
Directions Get in Touch

WELLS FARGO ADVISORS


Location 276 N El Camino Real, Encinitas, CA 92024, USA
Phone (760) 944-1785
Directions Get in Touch

TRUE SOURCE FINANCIAL


Location 169 Saxony Rd, Encinitas, CA 92024, USA
Phone (760) 802-4226
Directions Get in Touch

STEVE VAN HOUTEN


Location 2210 Encinitas Blvd Ste. C, Encinitas, CA 92024, USA
Phone (760) 943-0430
Language http://www.lfa-inc.com/team/steve-van-houten-cfp
Directions Get in Touch

SOLOMON WEALTH MANAGEMENT

5 out of 5
Location 531 Encinitas Blvd STE 200, Encinitas, CA 92024, USA
Phone (760) 436-1985
Language http://www.briansolomonwealthmanagement.com/
Directions Get in Touch

BALSER DAVID


Location 2037 Countrywood Way, Encinitas, CA 92024, USA
Phone (760) 436-6139
Directions Get in Touch

20/20 FINANCIAL ADVISERS

5 out of 5
Location 2041 San Elijo Ave, Cardiff, CA 92007, USA
Phone (760) 479-6162
Language https://www.2020fa.com/cardiff-by-the-sea
Directions Get in Touch

WINTERS WAYNE H


Location 4405 Manchester Ave # 107, Encinitas, CA 92024, USA
Phone (760) 436-0379
Directions Get in Touch

GTG HOLDINGS


Location 4407 Manchester Ave # 205, Encinitas, CA 92024, USA
Phone (760) 452-2540
Directions Get in Touch

COMMODITY CAPITAL


Location 233 Via Villena, Encinitas, CA 92024, USA
Phone (760) 632-1905
Language http://www.commoditycapital.com/contact.php
Directions Get in Touch

EDWARD JONES - FINANCIAL ADVISOR: ANDREW W SHAW

SEC File# 801-3297
CRD# 250

Location 111 Chesterfield Dr Suite 119, Cardiff, CA 92007, USA
Phone (760) 632-8054
Language https://www.edwardjones.com/us-en/financial-advisor/andrew-shaw
Directions Get in Touch

MISSION PACIFIC ASSET MANAGEMENT INC


Location SHAW FINANCIAL BUILDING, 2211 Encinitas Blvd, Encinitas, CA 92024, USA
Phone (760) 602-0832
Directions Get in Touch

EDWARD JONES - FINANCIAL ADVISOR: WALTER A BOWSER II, AAMS®

SEC File# 801-3297
CRD# 250
5 out of 5
Location 162 S Rancho Santa Fe Rd #20, Encinitas, CA 92024, USA
Phone (760) 944-1985
Language https://www.edwardjones.com/us-en/financial-advisor/walter-bowser
Directions Get in Touch

FIXED INCOME CAPITAL ADVISORS


Location PO Box 231669, Encinitas, CA 92023, USA
Phone (760) 632-7371
Directions Get in Touch

TAIGA FINANCIAL


Location 511 Saxony Pl #101, Encinitas, CA 92024, USA
Phone (760) 487-1581
Directions Get in Touch

COVEY & COVEY FINANCIAL PLANNING SERVICES


Location 503 Forrest Bluff, Encinitas, CA 92024, USA
Phone (858) 653-4800
Directions Get in Touch

NEW WAVE INVESTMENT LLC


Location 187 Calle Magdalena, Encinitas, CA 92024, USA
Phone (760) 753-6383
Directions Get in Touch

CREST FUNDING GROUP


Location 1042 N El Camino Real # B330, Encinitas, CA 92024, USA
Phone (760) 635-7755
Language http://www.crestfunding.com/
Directions Get in Touch

PRECISION FUTURES


Location 561 Saxony Pl, Encinitas, CA 92024, USA
Phone (760) 634-1070
Directions Get in Touch

BEACON FINANCIAL MANAGEMENT LLC


Location 533 2nd St #125, Encinitas, CA 92024, USA
Phone (760) 473-3335
Language http://beaconfinancialmgmt.com/
Directions Get in Touch

WRIGHT WEALTH MANAGEMENT GROUP


Location 1042-B N El Camino Real #311, Encinitas, CA 92024, USA
Phone (760) 487-8802
Directions Get in Touch

DIVERSIFIED INVESTMENT GROUP


Location 1991 Village Park Way, Encinitas, CA 92024, USA
Phone (760) 635-9357
Directions Get in Touch

KENNARD FINANCIAL INC


Location 1170 Kildeer Ct, Encinitas, CA 92024, USA
Phone (760) 633-3163
Directions Get in Touch

FAGAN FINANCIAL GROUP INC


Location 1175 Sidonia St, Encinitas, CA 92024, USA
Phone (760) 436-3984
Directions Get in Touch

EDWARD JONES - FINANCIAL ADVISOR: EVAN COHEN

SEC File# 801-3297
CRD# 250
5 out of 5
Location 700 Garden View Ct Suite 203, Encinitas, CA 92024, USA
Phone (760) 753-1025
Language https://www.edwardjones.com/us-en/financial-advisor/evan-cohen
Directions Get in Touch

RICHARD E SHAW & ASSOCIATES


Location 2211 Encinitas Blvd #100, Encinitas, CA 92024, USA
Phone (760) 436-5353
Directions Get in Touch

TEN ASSET MANAGEMENT


Location 171 Saxony Rd # 105A, Encinitas, CA 92024, USA
Phone (760) 943-7799
Directions Get in Touch

DAVID BRENNER CO


Location 227 N El Camino Real STE 205, Encinitas, CA 92024, USA
Phone (760) 632-5002
Directions Get in Touch

SEAWISE FINANCIAL, INC.

5 out of 5
Location 120 Birmingham Dr Suite 240F, Cardiff, CA 92007, USA
Phone (619) 738-3079
Language http://seawisefinancial.com/
Directions Get in Touch

INVESTMENT GROUP LLC


Location 316 Firtree Ct, Encinitas, CA 92024, USA
Phone (760) 753-6755
Directions Get in Touch
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WHERE CERTIFIED FINANCIAL ADVISORS IN ENCINITAS, CA SERVE

Encinitas, CA is a vibrant coastal city with a rich history and a multitude of
landmarks that make it a popular destination for tourists and locals alike. From
the iconic Moonlight Beach to the historic La Paloma Theatre, Encinitas boasts a
diverse range of attractions that appeal to all ages and interests. Top
employers in the area include the Encinitas Union School District, Scripps
Health, and the City of Encinitas, which provide ample job opportunities for
residents. Major highways and streets in the area include Interstate 5, which
runs along the coast and provides easy access to neighboring cities like
Carlsbad and San Diego. Other notable streets include Coast Highway 101, which
is lined with shops, restaurants, and cafes, and El Camino Real, a major
thoroughfare that connects Encinitas to other parts of North County. Encinitas
is home to several distinct neighborhoods, each with its own unique character
and charm.


NEARBY LOCATIONS

Alameda County, CA Alameda, CA Alamo, CA Aliso Viejo, CA Anaheim, CA Auburn, CA
Bakersfield, CA Banning, CA


SERVICES PROVIDED BY FEE BASED AND FEE ONLY FINANCIAL ADVISORS


BANKS AND CREDIT UNIONS

Residents of Encinitas, CA have several options when it comes to banking
services. One of the most common ways that they are serviced is through
traditional brick-and-mortar banks, such as Wells Fargo, Bank of America, and
Chase. These banks offer a wide range of services, including checking and
savings accounts, loans, and credit cards. However, what sets Encinitas apart
from other cities is its strong sense of community and support for local
businesses. Therefore, many residents choose to bank with smaller,
community-based banks, such as Seacoast Commerce Bank and Coast Highway Credit
Union, which offer personalized service and a commitment to supporting the local
economy.


INSURANCE BROKER

Residents of Encinitas, CA can benefit greatly from the services of an insurance
broker. With the high cost of living in the area, an insurance broker can help
residents find affordable insurance options that meet their specific needs. For
example, Encinitas is known for its beautiful beaches and outdoor activities,
which can put residents at risk for accidents or injuries. An insurance broker
can help residents find comprehensive coverage for their homes, cars, and health
that includes protection for these types of risks. Additionally, an insurance
broker can provide personalized advice and support to residents as they navigate
the complex world of insurance, ensuring that they have the coverage they need
to protect themselves and their families.


RETIREMENT PLANNING

Residents of Encinitas, CA could benefit greatly from the services of a
retirement planner. One specific way they could be helped is by creating a
personalized retirement plan that takes into account the high cost of living in
the area. Encinitas is known for its beautiful beaches and desirable location in
Southern California, but with that comes a higher cost of living compared to
other areas. A retirement planner can help residents prepare for the expenses
that come with living in Encinitas, such as housing, healthcare, and
transportation. Additionally, a retirement planner can provide guidance on
investment strategies and tax planning to maximize retirement savings and ensure
a comfortable retirement in this beautiful coastal community.


WEALTH MANAGEMENT

Residents of Encinitas, CA can greatly benefit from the services of a wealth
manager. With its high median household income and affluent population,
Encinitas presents unique financial challenges and opportunities that require a
skilled professional to navigate. A wealth manager can help residents with
investment planning, tax strategies, retirement planning, and estate planning.
Additionally, Encinitas has a vibrant real estate market, and a wealth manager
can assist residents with buying and selling properties, as well as managing
rental properties. Overall, a wealth manager can provide personalized financial
advice and guidance to help residents of Encinitas achieve their financial goals
and secure their financial future.


MORTGAGE LOAN OFFICER

Residents of Encinitas, CA can benefit greatly from the expertise and guidance
of a mortgage loan officer. With the high cost of living in Encinitas, many
residents may struggle to afford a home without the help of a loan. A mortgage
loan officer can assist residents in finding the best loan options available to
them, taking into account their financial situation and credit score.
Additionally, with the unique coastal geography of Encinitas, there may be
specific considerations to take into account when securing a mortgage loan, such
as flood insurance requirements. A knowledgeable mortgage loan officer can help
residents navigate these complexities and ensure they are getting the best
possible deal on their home loan.


TAX SERVICES

Residents of Encinitas, CA could benefit from the expertise of a tax advisor in
a variety of ways. One common way is by receiving guidance on how to maximize
their deductions and credits, which can ultimately lead to a lower tax bill.
Additionally, a tax advisor can assist with tax planning strategies, such as
contributing to retirement accounts or setting up a trust, that can help
residents save money in the long run. In Encinitas specifically, a tax advisor
could also provide insight on local tax laws and regulations, such as the
transient occupancy tax for short-term rentals. By working with a tax advisor,
residents of Encinitas can feel confident that they are making informed
decisions and taking advantage of all available tax benefits.


ESTATE PLANNING LAWYER

Residents of Encinitas, CA can benefit from the services of an estate planning
lawyer in a number of ways. One of the most common ways is by helping them
create a comprehensive plan for their assets and property, including wills,
trusts, and other legal documents. This can be especially important in
Encinitas, which has a high percentage of retirees and wealthy residents who may
have complex estate planning needs. Additionally, an estate planning lawyer can
help residents navigate the complex laws and regulations surrounding inheritance
and taxes, ensuring that their loved ones are protected and their assets are
distributed according to their wishes. Overall, an estate planning lawyer can
provide valuable guidance and support to residents of Encinitas, helping them
secure their financial future and protect their legacy for generations to come.

FREQUENTLY ASKED QUESTIONS


FAQS ABOUT PERSONAL FINANCIAL ADVISORS IN ENCINITAS, CA

WHAT ARE SOME POPULAR SERVICES FOR FINANCIAL ADVISING?

A financial advisor in Encinitas, CA can provide a wide range of financial
advising services to their clients. These may include investment planning,
retirement planning, tax planning, estate planning, and risk management. With
the city's proximity to the Pacific Ocean, a financial advisor in Encinitas may
also specialize in advising clients on sustainable investing and environmentally
responsible investment strategies. Additionally, with a diverse population and
thriving local economy, a financial advisor in Encinitas may have expertise in
working with entrepreneurs and small business owners to help them achieve their
financial goals. Whether it's navigating the complexities of the tax code or
developing a comprehensive financial plan, a financial advisor in Encinitas can
provide valuable guidance and support to clients seeking to achieve financial
security and success.

WHAT ARE PEOPLE SAYING ABOUT FINANCIAL ADVISING SERVICES IN ENCINITAS, CA?

Encinitas, CA is the perfect place to get financial advising for a plethora of
reasons. Firstly, the city has a thriving economy, with a high median income and
low unemployment rate. This means that there are plenty of individuals in the
area who are looking to invest and grow their wealth, making it an ideal
location for financial advisors to set up shop. Additionally, Encinitas is home
to a diverse range of businesses, from small startups to large corporations,
providing financial advisors with a broad client base to work with. Moreover,
the city's proximity to San Diego and Los Angeles means that it is
well-connected to major financial centers, allowing advisors to stay up-to-date
on the latest industry trends and developments. Overall, Encinitas, CA offers a
unique blend of economic stability, business diversity, and location advantages,
making it the best place to get financial advising.

WHAT DOES A FINANCIAL PLANNER DO?

A financial planner in Encinitas, CA is responsible for helping individuals and
businesses manage their finances and investments. They provide expert advice on
how to maximize returns, minimize risks, and achieve financial goals. Encinitas,
CA is a unique location with a diverse population and a thriving economy. This
presents a variety of financial challenges and opportunities that financial
planners must navigate with skill and precision. From working with
high-net-worth clients to helping small businesses grow, financial planners in
Encinitas must be able to adapt to a constantly changing landscape and provide
innovative solutions that meet the needs of their clients. Whether it's creating
a retirement plan, managing investments, or developing a comprehensive financial
strategy, a financial planner in Encinitas, CA is an essential resource for
anyone looking to secure their financial future.

WHEN SHOULD YOU GET A FINANCIAL PLANNER?

Encinitas, CA residents should consider reaching out to a financial advisor when
they are in need of professional assistance in managing their financial affairs.
The beautiful coastal city of Encinitas is a hub of economic activity, with a
diverse range of industries and businesses. However, with the increasing
complexity of the financial landscape, it can be overwhelming for residents to
navigate their finances effectively. A financial advisor can help residents make
informed decisions about their investments, retirement planning, and tax
planning, among other things. They can also provide guidance on how to manage
debt, create a budget, and save for future goals. In short, if you are looking
to take control of your financial future in Encinitas, a financial advisor can
be an invaluable resource.

HOW DO I CHOOSE THE RIGHT FINANCIAL ADVISOR?

A financial advisor in Encinitas, CA should possess several important qualities
to ensure their clients receive the best possible financial advice. Firstly,
they should have extensive knowledge and experience in the financial industry to
provide sound guidance and recommendations. Secondly, they should be able to
effectively communicate complex financial information to their clients in a
clear and concise manner. Additionally, they should possess strong analytical
skills to assess their clients' financial situations and develop personalized
financial plans. Encinitas, CA is a unique coastal city with a vibrant surfing
culture and a thriving local economy. Therefore, a financial advisor in
Encinitas should be familiar with the local business landscape and understand
how to navigate the specific financial challenges that may arise in this
community. Ultimately, a successful financial advisor in Encinitas should be
trustworthy, reliable, and committed to helping their clients achieve their
financial goals.

WHAT MAKES ENCINITAS, CA THE TOP CHOICE FOR FINANCIAL ADVISING?

Encinitas, CA is home to some of the top financial advising firms in the
country. These firms offer a wide range of financial services to their clients,
including investment management, retirement planning, and estate planning. One
of the standout features of Encinitas is its thriving economy, which is driven
by a diverse range of industries, including technology, healthcare, and finance.
This has attracted many top financial advisors to the area, who are drawn by the
opportunity to work with high net worth individuals and businesses. These firms
are known for their expertise, professionalism, and commitment to providing
their clients with the best possible financial advice and services. Whether you
are looking to grow your wealth, plan for retirement, or protect your assets,
the financial advisors in Encinitas are well-equipped to help you achieve your
goals.

HOW DO FINANCIAL ADVISORS GET PAID?

In Encinitas, CA, financial advisors have various ways of getting compensated.
One common method is through commissions, where they earn a percentage of the
assets they manage or the products they sell. Another way is through fees, which
can be charged as a flat rate or a percentage of the client's assets under
management. In addition, some advisors may receive compensation through a
combination of commissions and fees. It's important to note that in Encinitas,
CA, financial advisors are required to disclose their compensation structure to
clients, providing transparency and ensuring that clients are aware of any
potential conflicts of interest. This level of transparency is essential in
building trust and maintaining long-term relationships with clients.


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HOW MUCH ARE YOU SAVING FOR RETIREMENT EACH MONTH?

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 * Bare Necessities: $1,500 - $2,500
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 * Comfortable Lifestyle: $3,500 - $5,500
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PART 1: TELL US MORE ABOUT YOURSELF


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PART 1: TELL US MORE ABOUT YOURSELF


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 * Traveling
 * Giving back / charity
 * Spending time with family and friends
 * Pursuing hobbies
 * 

Skip for Now Continue


PART 2: YOUR CURRENT NEST EGG


DO YOU OWN YOUR HOME?

 * Owned outright
 * Owned with a mortgage
 * Rented

Skip for Now Continue


PART 2: YOUR CURRENT NEST EGG


WHAT IS THE APPROXIMATE VALUE OF YOUR CASH SAVINGS AND OTHER INVESTMENTS?

 * $0 - $50k
 * $50k - $250k
 * $250k - $1m
 * $1m+

Skip for Now Continue

Pro tip: A portfolio often becomes more complicated when it has more investable
assets. Please answer this question to help us connect you with the right
professional.


PART 3: CONFIDENCE GOING INTO RETIREMENT


HOW COMFORTABLE ARE YOU WITH INVESTING?

 * Very comfortable
 * Somewhat comfortable
 * Not comfortable at all

Skip for Now Continue


PART 3: CONFIDENCE GOING INTO RETIREMENT


HOW CONFIDENT ARE YOU IN YOUR LONG TERM FINANCIAL PLAN?

 * Very confident
 * Somewhat confident
 * Not confident / I don't have a plan

Skip for Now Continue


PART 3: CONFIDENCE GOING INTO RETIREMENT


WHAT IS YOUR RISK TOLERANCE?

 * Low
 * Average
 * High
 * Not sure

Skip for Now Continue


PART 3: CONFIDENCE GOING INTO RETIREMENT


HOW MUCH ARE YOU SAVING FOR RETIREMENT EACH MONTH?

 * None currently
 * Minimal: $50 - $200
 * Steady Saver: $200 - $500
 * Serious Planner: $500 - $1,000
 * Aggressive Saver: $1,000+

Skip for Now Continue


PART 3: CONFIDENCE GOING INTO RETIREMENT


HOW MUCH WILL YOU NEED EACH MONTH DURING RETIREMENT?

 * Bare Necessities: $1,500 - $2,500
 * Moderate Comfort: $2,500 - $3,500
 * Comfortable Lifestyle: $3,500 - $5,500
 * Affluent Living: $5,500 - $8,000
 * Luxury Lifestyle: $8,000+

Skip for Now Continue


PART 4: GETTING YOUR RETIREMENT READY


WHAT IS YOUR CURRENT FINANCIAL PRIORITY?

 * Getting out of debt
 * Growing my wealth
 * Protecting my wealth

Skip for Now Continue


PART 4: GETTING YOUR RETIREMENT READY


DO YOU ALREADY WORK WITH A FINANCIAL ADVISOR?

 * Yes
 * No

Skip for Now Continue


PART 4: GETTING YOUR RETIREMENT READY


WHICH OF THESE IS MOST IMPORTANT FOR YOUR FINANCIAL ADVISOR TO HAVE?

 * Tax planning expertise
 * Investment management expertise
 * Estate planning expertise
 * None of the above

Skip for Now Continue


PART 4: GETTING YOUR RETIREMENT READY


WOULD YOU PREFER TO WORK WITH A FINANCIAL PROFESSIONAL REMOTELY OR IN-PERSON?

 * I would prefer remote (video call, etc.)
 * I would prefer in-person
 * I don't mind, either are fine

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PART 4: GETTING YOUR RETIREMENT READY


WHAT'S YOUR ZIP CODE?

 * 
 * I'm not in the U.S.

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 * 
 * 

Continue


SUBMIT TO GET YOUR RETIREMENT-READINESS REPORT.

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HOW IT WORKS


STEP 1 OF 3

01


ASK ANY FINANCIAL QUESTION

Ask a question about your financial situation providing as much detail as
possible. Your information is kept secure and not shared unless you specify.


Continue


HOW IT WORKS


STEP 2 OF 3

02


OUR TEAM WILL CONNECT YOU WITH A VETTED, TRUSTED PROFESSIONAL

Someone on our team will connect you with a financial professional in our
network holding the correct designation and expertise.


Continue


HOW IT WORKS


STEP 3 OF 3

03


GET YOUR QUESTIONS ANSWERED AND BOOK A FREE CALL IF NECESSARY

A financial professional will offer guidance based on the information provided
and offer a no-obligation call to better understand your situation.


Continue


ASK ANY FINANCIAL QUESTION


ASK ANY FINANCIAL QUESTION

 * 

Continue


WHERE SHOULD WE SEND YOUR ANSWER?


WHERE SHOULD WE SEND YOUR ANSWER?

 * 
 * 
 * 
 * 

Continue


JUST A FEW MORE DETAILS

We need just a bit more info from you to direct your question to the right
person.

Continue


TELL US MORE ABOUT YOURSELF


IS THERE ANY OTHER CONTEXT YOU CAN PROVIDE?

Skip for Now Continue

Pro tip: Professionals are more likely to answer questions when background and
context is given. The more details you provide, the faster and more thorough
reply you'll receive.


TELL US MORE ABOUT YOURSELF


WHAT IS YOUR AGE?

 * Under 35
 * 36 - 45
 * 46 - 55
 * 56 - 60
 * 61 - 65
 * Over 65

Skip for Now Continue


TELL US MORE ABOUT YOURSELF


ARE YOU MARRIED?

 * Yes
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TELL US MORE ABOUT YOURSELF


DO YOU OWN YOUR HOME?

 * Owned outright
 * Owned with a mortgage
 * Rented

Skip for Now Continue


TELL US MORE ABOUT YOURSELF


DO YOU HAVE ANY CHILDREN UNDER 18?

 * No
 * Yes, 1
 * Yes, 2
 * Yes, 3 or more

Skip for Now Continue


TELL US MORE ABOUT YOURSELF


WHAT IS THE APPROXIMATE VALUE OF YOUR CASH SAVINGS AND OTHER INVESTMENTS?

 * $0 - $50k
 * $50k - $250k
 * $250k - $1m
 * $1m+

Skip for Now Continue

Pro tip: A portfolio often becomes more complicated when it has more investable
assets. Please answer this question to help us connect you with the right
professional.


TELL US MORE ABOUT YOURSELF


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 * I would prefer remote (video call, etc.)
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