Local Advisor Pros Survey

What is your current age?

Age Range *

Over 65

61 - 65

56 - 60

46 - 55

35 - 45

Under 35

Are you retired?

Retired *

No

Yes

What is Your Current Financial Priority?

Financial Priority *

Just getting started

Building up my savings

Growing my wealth

Retaining my wealth

Do you have a 401(k) or IRA?

401K or IRA *

Yes

No

How quickly would you like to improve your long-term financial strategy?

Timeline *

As soon as possible

Within the next 3 months

Within the next year

No specific timeframe / I don't want to make any changes

Please estimate your total investable assets.

Investable Assets *

Less than $25,000

$25,000 - $99,999

$100,000 - $249,999

$250,000 - $999,999

$1,000,000 - $4,999,999

Over $5,000,000

Where do you expect the majority of your retirement income to come from?

Retirement Income *

Savings and investments

Employer (Pensions)

Government

Other

Please estimate your household income.

Household Income *

Less than $74,999

$75,000 - $99,999

$100,000 - $149,999

$150,000 - $249,999

Over $250,000

Do you keep an emergency fund?

Emergency Fund *

Yes

No

How comfortable are you with investing?

Investing Confidence *

Very comfortable

Somewhat comfortable

Not comfortable at all

What is your risk tolerance?

Risk Tolerance *

High

Average

Low

Not sure

Do you currently have a financial advisor?

Financial Advisor *

No

Yes

Do you want your financial advisor to be in your immediate area?

Advisory Proximity *

No, I am comfortable working by phone or video

Yes

Where do you live?

Zip Code *

Which of these is most important for your financials advisor to have?

Most Important Advisor Expertise *

Tax expertise

Investment management expertise

Estate planning expertise

I don't Know

Is there anything else you's like your advisor to know? (optional)

Additional Info For Advisor

Almost Done! What's the best way for your match to contact you?

Full Name *

Email *

Phone *

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