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BEST FINANCIAL ADVISORS IN GREENWOOD, IN
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EDWARD JONES - FINANCIAL ADVISOR: BRENT CLARKSTON
Location 50 Airport Pkwy Ste Q, Greenwood, IN 46143, USA
Phone (317) 888-2891
Language https://www.edwardjones.com/us-en/financial-advisor/brent-clarkston
Directions Get in Touch
MCADAMS & GRIFFITH INVESTMENT MANAGEMENT OF RAYMOND JAMES
Location 701 E County Line Rd Ste 302, Greenwood, IN 46143, USA
Phone (317) 859-6118
Language https://www.raymondjames.com/mcadamsandgriffith
Directions Get in Touch
RONALD BLUE TRUST
Location 549 E County Line Rd a, Greenwood, IN 46143, USA
Phone (317) 582-0700
Language https://www.ronblue.com/
Directions Get in Touch
NORTHWESTERN MUTUAL
SEC File# 801-8095
CRD# 2881
4 out of 5
Location 1530 American Way Ste 110, Greenwood, IN 46143, USA
Phone (317) 215-8320
Language
https://www.northwesternmutual.com/financial-professional-locator?address=965%20Emerson%20Pkwy%20Ste%20I,46143&distance=1&cmpid=LL-Lo3-Search
Directions Get in Touch
SCOTT POORE - THRIVENT
5 out of 5
Location 1480 Olive Branch Parke Ln STE 600, Greenwood, IN 46143, USA
Phone (317) 215-2297
Language
https://connect.thrivent.com/scott-poore?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzU4MjQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions Get in Touch
FIFTH THIRD SECURITIES - JOSEPH WILLIAMS
Location 801 W Smith Valley Rd, Greenwood, IN 46142, USA
Phone (317) 215-6558
Directions Get in Touch
WELLS FARGO ADVISORS FINANCIAL NETWORK
SEC File# 801-57434
CRD# 11025
4 out of 5
Location 107 N State Rd 135 Suite 203, Greenwood, IN 46142, USA
Phone (317) 215-2660
Directions Get in Touch
EDWARD JONES - FINANCIAL ADVISOR: CHRISTOPHER P ROSSER, AAMS™
Location 640 S U.S Hwy 31 Suite B, Greenwood, IN 46142, USA
Phone (317) 888-0848
Language https://www.edwardjones.com/us-en/financial-advisor/chris-rosser
Directions Get in Touch
TIM HANSEN - RAYMOND JAMES
Location 701 E County Line Rd, Greenwood, IN 46143, USA
Phone (317) 885-0114
Language http://www.hanseninvesting.com/
Directions Get in Touch
MCKEE FINANCIAL RESOURCES INC
Location 48 N Emerson Ave Suite 100, Greenwood, IN 46143, USA
Phone (812) 477-8522
Language http://www.mckeefinancialresources.com/
Directions Get in Touch
EDWARD JONES - FINANCIAL ADVISOR: DAVID B EGER
Location 3056 W Stones Crossing Rd Suite B, Greenwood, IN 46143, USA
Phone (317) 535-0296
Language
https://www.edwardjones.com/us-en/financial-advisor/david-eger?y_source=1_MTEwOTg4NDEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions Get in Touch
EDWARD W OCHOA - FINANCIAL ADVISOR, AMERIPRISE FINANCIAL SERVICES, LLC
Location 484 West Main Street, Greenwood, IN 46142, USA
Phone (317) 884-8938
Language https://www.ameripriseadvisors.com/edward.w.ochoa/?cid=IP_local_google
Directions Get in Touch
ULRICH KOENIG - RAYMOND JAMES
Location 701 E County Line Rd, Greenwood, IN 46143, USA
Phone (317) 885-0114
Language https://www.raymondjames.com/UlrichKoenig
Directions Get in Touch
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FIND A TRUSTWORTHY FINANCIAL ADVISOR IN GREENWOOD, IN
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WHERE CERTIFIED FINANCIAL ADVISORS IN GREENWOOD, IN SERVE
Greenwood, Indiana is a bustling city located in Johnson County. This vibrant
community boasts a number of landmarks that are sure to impress visitors and
locals alike. Notable landmarks include the Greenwood Park Mall, which is a
popular shopping destination for residents and tourists alike, as well as the
Dye's Walk Country Club, which offers world-class golfing and other recreational
activities. When it comes to top employers, Greenwood is home to a number of
major companies, including Amazon, FedEx, and Endress+Hauser. These companies
employ thousands of workers in the area and contribute to the city's strong
economy. Greenwood is also well-connected to major highways and streets, making
it easy for residents to navigate the city and surrounding areas. Major highways
include Interstate 65 and State Road 135, while key streets include Main Street
and Emerson Avenue. Finally, Greenwood is home to a number of unique
neighborhoods, each with its own distinct character and charm.
NEARBY LOCATIONS
Allen County, IN Anderson, IN Auburn, IN Bloomington, IN Boone County, IN
Carmel, IN Clark County, IN Clinton County, IN
SERVICES PROVIDED BY FEE BASED AND FEE ONLY FINANCIAL ADVISORS
BANKS AND CREDIT UNIONS
Residents of Greenwood, IN can benefit from the guidance of a financial advisor
in a number of ways. One of the most common ways is by helping them plan for
retirement. With a large population of baby boomers in the area, many residents
are nearing retirement age and may need help navigating their options for social
security, 401(k)s, and other retirement savings plans. Additionally, a financial
advisor can assist Greenwood residents with budgeting and debt management,
especially as the cost of living in the area continues to rise. With the median
home price in Greenwood hovering around $200,000, many residents may need help
managing their mortgage payments and other expenses. Overall, a financial
advisor can provide valuable support and guidance to residents of Greenwood as
they navigate their financial futures.
INSURANCE BROKER
Residents of Greenwood, IN can benefit greatly from the services of an insurance
broker. One of the most common ways an insurance broker can help is by assisting
with finding the right insurance policies for their specific needs. With the
variety of insurance options available, it can be overwhelming for residents to
determine which policies are necessary and which are not. An insurance broker
can help navigate this process and ensure that residents are adequately covered
and not overpaying for unnecessary coverage. Additionally, with Greenwood, IN
being a rapidly growing city, an insurance broker can also help residents
understand and navigate any changes in insurance policies due to new laws or
regulations. Overall, an insurance broker can provide valuable expertise and
guidance to ensure that residents of Greenwood, IN are protected and prepared
for any unexpected events.
RETIREMENT PLANNING
Residents of Greenwood, IN can benefit greatly from the services of a retirement
planner. One of the most common ways a retirement planner can help is by
creating a personalized financial plan that takes into account the unique needs
and goals of each individual. This is especially important in a city like
Greenwood, which has a diverse population with varying income levels and
retirement aspirations. A retirement planner can help residents navigate the
complexities of retirement planning, such as choosing the right investment
vehicles and maximizing Social Security benefits. By working with a retirement
planner, residents of Greenwood can have peace of mind knowing that they are on
track to achieve their retirement goals and can enjoy their golden years without
financial worries.
WEALTH MANAGEMENT
Residents of Greenwood, IN can greatly benefit from the services of a wealth
manager. One of the most common ways that a wealth manager can help is by
providing financial planning and investment advice. This is especially important
for residents of Greenwood, IN, as the city has a growing population and a
strong economy. A wealth manager can help residents navigate the complex
financial landscape, create a personalized financial plan, and make informed
investment decisions. They can also provide guidance on retirement planning,
estate planning, and tax strategies. With the help of a wealth manager,
residents of Greenwood, IN can feel confident in their financial future and make
the most of their hard-earned money.
MORTGAGE LOAN OFFICER
Residents of Greenwood, IN can benefit greatly from the expertise and guidance
of a mortgage loan officer. These professionals can help residents secure
financing for their dream homes, whether they are first-time buyers or
experienced homeowners. One specific way that a mortgage loan officer can assist
residents of Greenwood, IN is by working with them to navigate the local real
estate market. With their knowledge of the area, loan officers can help
residents find the best properties at the most competitive prices. Additionally,
they can help residents understand the unique challenges and opportunities of
buying or refinancing a home in Greenwood, IN, such as navigating local zoning
laws or taking advantage of tax incentives. By working with a mortgage loan
officer, residents of Greenwood, IN can make the most of their real estate
investments and achieve their homeownership goals.
TAX SERVICES
Residents of Greenwood, IN can benefit greatly from the services of a tax
advisor. One of the most common ways a tax advisor can help is by providing
guidance on how to maximize deductions and credits on their tax returns. This
can be especially helpful for residents of Greenwood, IN who may have unique tax
situations due to the city's growing population and diverse economy. A tax
advisor can also assist with tax planning and preparation, ensuring that
residents are fully compliant with all local, state, and federal tax laws.
Additionally, a tax advisor can provide advice on how to minimize tax
liabilities and avoid costly mistakes that could result in penalties or fines.
Overall, working with a tax advisor can help residents of Greenwood, IN make
informed decisions about their finances and achieve greater peace of mind.
ESTATE PLANNING LAWYER
Residents of Greenwood, IN can benefit greatly from the expertise of an estate
planning lawyer. One of the most common ways an estate planning lawyer can help
residents of Greenwood, IN is by creating a comprehensive estate plan that
ensures their assets are distributed according to their wishes after they pass
away. This is particularly important in Greenwood, IN, where there is a growing
population of retirees and elderly residents. An estate planning lawyer can also
help residents of Greenwood, IN protect their assets from creditors, minimize
tax liability, and ensure that their healthcare wishes are respected in the
event of incapacitation. With the help of an estate planning lawyer, residents
of Greenwood, IN can have peace of mind knowing that their loved ones will be
taken care of and their assets will be distributed according to their wishes.
FREQUENTLY ASKED QUESTIONS
FAQS ABOUT PERSONAL FINANCIAL ADVISORS IN GREENWOOD, IN
WHAT ARE SOME POPULAR SERVICES FOR FINANCIAL ADVISING?
A financial advisor in Greenwood, IN can provide a wide range of financial
advising services that can help individuals and businesses achieve their
financial goals. One specific aspect of Greenwood, IN that a financial advisor
can take into account is the local economy, which is heavily influenced by the
healthcare and manufacturing industries. With this in mind, a financial advisor
can provide tailored advice on investments and financial planning strategies
that align with the economic trends and opportunities present in Greenwood, IN.
Additionally, a financial advisor can assist with retirement planning, tax
planning, estate planning, and risk management, among other services. By
leveraging their expertise and knowledge of the financial landscape in
Greenwood, IN, a financial advisor can help clients make informed decisions and
achieve financial success.
WHAT ARE PEOPLE SAYING ABOUT FINANCIAL ADVISING SERVICES IN GREENWOOD, IN?
Greenwood, IN is an ideal location to seek financial advising due to its diverse
range of financial services and expert advisors. The city boasts a thriving
economy and a strong financial sector, making it a hub for financial planning
and investment. With its numerous financial institutions and firms, Greenwood
offers a wide range of financial services, including investment management,
retirement planning, tax planning, and estate planning. Moreover, the city's
financial advisors are highly qualified and experienced, providing clients with
tailored and personalized financial advice. Their deep knowledge of the local
market and industry trends enables them to offer clients the best possible
financial solutions. In addition, Greenwood's financial advisors are committed
to providing exceptional customer service and building long-term relationships
with their clients. Overall, Greenwood, IN is the best place to get financial
advising due to its robust financial sector, experienced advisors, and
commitment to customer service.
WHAT DOES A FINANCIAL PLANNER DO?
A financial planner in Greenwood, IN is a professional who provides guidance and
advice to individuals and businesses on how to manage their finances. They
analyze financial data, create financial plans, and help clients make informed
decisions about investments, retirement planning, and other financial matters.
In Greenwood, IN, a financial planner must be well-versed in the local economic
landscape, which is characterized by a diverse range of industries, including
manufacturing, healthcare, and education. They must also be knowledgeable about
the tax laws and regulations that apply in the state of Indiana. Additionally, a
financial planner in Greenwood, IN must be able to navigate the complexities of
the financial industry, which is constantly evolving and changing. They must
stay up-to-date on the latest trends and developments in order to provide their
clients with the best possible advice and guidance.
WHEN SHOULD YOU GET A FINANCIAL PLANNER?
Greenwood, IN residents should consider reaching out to a financial advisor when
they are facing complex financial situations that require professional guidance.
This could include planning for retirement, managing investments, or navigating
the intricacies of tax laws. The city of Greenwood, IN has a diverse economy,
with a mix of industries ranging from healthcare to manufacturing. As a result,
residents may have unique financial needs that require specialized knowledge and
expertise. A financial advisor can provide personalized advice and help
residents develop a comprehensive financial plan that aligns with their goals
and priorities. Whether it's managing debt, saving for a child's education, or
preparing for unexpected expenses, a financial advisor can provide valuable
insights and guidance to help residents make informed decisions and achieve
financial success.
HOW DO I CHOOSE THE RIGHT FINANCIAL ADVISOR?
A successful financial advisor in Greenwood, IN must possess a plethora of
important qualities. Firstly, they must have a deep understanding of the local
economy and financial landscape. Greenwood is a rapidly growing suburb of
Indianapolis, with a thriving business community and a diverse population.
Therefore, a financial advisor must be adept at navigating the unique challenges
and opportunities that arise in this particular area. Additionally, they must
possess excellent communication skills, as they will need to effectively convey
complex financial concepts to clients with varying levels of financial literacy.
Moreover, a financial advisor in Greenwood must be highly analytical and
detail-oriented, as they will need to analyze financial data and develop
strategies that align with their clients' unique financial goals. Finally, they
must be committed to ongoing education and professional development, as the
financial industry is constantly evolving, and they must stay up-to-date on the
latest trends and regulations.
WHAT MAKES GREENWOOD, IN THE TOP CHOICE FOR FINANCIAL ADVISING?
Greenwood, IN is home to some of the top financial advising firms in the region.
These firms provide comprehensive financial planning services to individuals and
businesses alike. With a focus on investment management, retirement planning,
and tax optimization, these firms help their clients achieve their financial
goals and secure their future. One particular firm stands out for its commitment
to sustainability and social responsibility. This firm not only helps its
clients grow their wealth, but also encourages them to invest in companies that
prioritize environmental and social impact. By promoting conscious investing,
this firm is helping to create a more equitable and sustainable future for
Greenwood and beyond.
HOW DO FINANCIAL ADVISORS GET PAID?
In Greenwood, IN, financial advisors are compensated in a variety of ways. One
common method is through fees charged for their services, which can be either a
flat fee or a percentage of the assets under management. Another way is through
commissions earned on the sale of financial products, such as mutual funds or
insurance policies. Additionally, some advisors may receive bonuses or other
incentives based on the performance of their clients' investments. It's worth
noting that in Greenwood, IN, financial advisors are subject to strict
regulations and oversight by state and federal agencies, which helps to ensure
that they act in their clients' best interests and provide high-quality advice.
Overall, the compensation methods used by financial advisors in Greenwood, IN
are designed to align their interests with those of their clients, and to help
them achieve their financial goals in a responsible and ethical manner.
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Colorado Springs,
CO 80919
Finance Strategists
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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
* No
Skip for Now Continue
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
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
Skip for Now Continue
TELL US MORE ABOUT YOURSELF
WHAT'S YOUR ZIP CODE?
*
* I'm not in the U.S.
Skip for Now Continue
SUBMIT TO GET YOUR QUESTION ANSWERED.
Submit Question
A financial professional will be in touch to help you shortly.
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PART 1: 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
PART 1: TELL US MORE ABOUT YOURSELF
ARE YOU MARRIED?
* Yes
* No
Skip for Now Continue
PART 1: 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
PART 1: TELL US MORE ABOUT YOURSELF
DO YOU OWN A BUSINESS?
* Yes
* No
Skip for Now Continue
PART 1: TELL US MORE ABOUT YOURSELF
WHICH ACTIVITY IS MOST IMPORTANT TO YOU DURING RETIREMENT?
* 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
Skip for Now Continue
PART 4: GETTING YOUR RETIREMENT READY
WHAT'S YOUR ZIP CODE?
*
* I'm not in the U.S.
Skip for Now Continue
PART 4: GETTING YOUR RETIREMENT READY
WHERE SHOULD WE SEND YOUR ANSWER?
*
*
*
*
Continue
SUBMIT TO GET YOUR RETIREMENT-READINESS REPORT.
Submit Assessment
A financial professional will be in touch to help you shortly.
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GET IN TOUCH WITH
WHERE SHOULD WE SEND YOUR ANSWER?
*
*
*
*
*
Submit
GREAT! THE FINANCIAL PROFESSIONAL WILL GET BACK TO YOU SOON.
A financial professional will be in touch to help you shortly.
Submit
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WHERE SHOULD WE SEND THE DOWNLOADABLE FILE?
*
*
*
*
*
*
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GREAT! HIT “SUBMIT” AND AN ADVISOR WILL SEND YOU THE GUIDE SHORTLY.
Submit
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HOW IT WORKS
STEP 1 OF 3
01
CREATE A FREE ACCOUNT AND 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
LEARN AT YOUR OWN PACE WITH OUR FREE COURSES
Take self-paced courses to master the fundamentals of finance and connect with
like-minded individuals.
Continue
GET STARTED
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.
Create Free Account
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TO ENSURE ONE VOTE PER PERSON, PLEASE INCLUDE THE FOLLOWING INFO
WHERE SHOULD WE SEND YOUR ANSWER?
*
*
*
*
*
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GREAT! THANK YOU FOR VOTING.
A financial professional will be in touch to help you shortly.
Finish
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AS SEEN IN
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PART 1: 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
PART 1: TELL US MORE ABOUT YOURSELF
ARE YOU MARRIED?
* Yes
* No
Skip for Now Continue
PART 1: 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
PART 1: TELL US MORE ABOUT YOURSELF
DO YOU OWN A BUSINESS?
* Yes
* No
Skip for Now Continue
PART 1: TELL US MORE ABOUT YOURSELF
WHICH ACTIVITY IS MOST IMPORTANT TO YOU DURING RETIREMENT?
* 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
Skip for Now Continue
PART 4: GETTING YOUR RETIREMENT READY
WHAT'S YOUR ZIP CODE?
*
* I'm not in the U.S.
Skip for Now Continue
PART 4: GETTING YOUR RETIREMENT READY
WHERE SHOULD WE SEND YOUR ANSWER?
*
*
*
*
Continue
SUBMIT TO GET YOUR RETIREMENT-READINESS REPORT.
Submit Assessment
A financial professional will be in touch to help you shortly.
AS SEEN IN
Close modal
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
* No
Skip for Now Continue
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
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
Skip for Now Continue
TELL US MORE ABOUT YOURSELF
WHAT'S YOUR ZIP CODE?
*
* I'm not in the U.S.
Skip for Now Continue
SUBMIT TO GET YOUR QUESTION ANSWERED.
Submit Question
A financial professional will be in touch to help you shortly.
AS SEEN IN
Close modal
GET IN TOUCH WITH A FINANCIAL ADVISOR
WHERE SHOULD WE SEND YOUR ANSWER?
*
*
*
*
*
Submit
SUBMIT YOUR INFO BELOW AND SOMEONE WILL GET BACK TO YOU SHORTLY.
Submit
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