Discover Your Investment OptionsStep 1 of 137%Why are you seeking financial advice?* COVID-19 has impacted my financial situation I'm retiring soon I want investment advice OtherWhen would you like to retire?* Within 5 years 5-10 years 10-15 years 15+ years I'm already retiredHow comfortable are you with investing?* Very comfortable Somewhat comfortable Not comfortable at allAre you married?* Yes No Divorced/separatedDo you have kids under 18?* Yes No Planning on kidsWhich of the following do you have?* My own business 401K IRA/Roth IRA RSUs (Restricted Stock Units) Stock Options Trust Pension InheritanceWhich of the following are you interested in?* Retirement Planning Alternative Investments Real Estate Investing Tax Planning Estate Planning Life Insurance College Savings PlanningDo you currently have a financial advisor?* Yes NoHow do you prefer to meet your potential advisors?* I will only meet in person with advisors Zoom Phone Call Skype Google Hangouts Microsoft TeamsPlease estimate your current household income.* Less than $50,000 $50,000 - $100,000 $250,000 - $1,000,000 Over $1,000,000Please estimate your total assets (excluding your primary residence).* Less than $100,000 $100,000 - $250,000 $250,000 - $1,000,000 $1,000,000 - $3,000,000 Over $3,000,000What's your name?*Last Name*To verify who you are and receive your investment options, please tell us where to securely send it to.Phone*Email* Preferred method of communication* Email Text or Call7 + 3 =*CAPTCHA
