Discover Your Investment OptionsStep 1 of 137%Why are you seeking financial advice?*COVID-19 has impacted my financial situationI'm retiring soonI want investment adviceOtherWhen would you like to retire?*Within 5 years5-10 years10-15 years15+ yearsI'm already retiredHow comfortable are you with investing?*Very comfortableSomewhat comfortableNot comfortable at allAre you married?*YesNoDivorced/separatedDo you have kids under 18?*YesNoPlanning 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?*YesNoHow do you prefer to meet your potential advisors?*I will only meet in person with advisorsZoomPhone CallSkypeGoogle HangoutsMicrosoft TeamsPlease estimate your current household income.*Less than $50,000$50,000 - $100,000$250,000 - $1,000,000Over $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 - $3,000,000Over $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
