First Name *

Last Name *

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What are your top concerns when it comes to taxes and retirement income? (Select all that apply) *

Minimizing taxes on retirement income

Reducing or avoiding Required Minimum Distributions (RMDs)

Creating a tax-free income stream in retirement

Protecting wealth from future tax hikes

Optimizing Social Security and Medicare to reduce taxes

Leaving a tax-efficient legacy for heirs

On a scale of 1-10, how ready are you to take action on strategies that may lower your tax burden and potentially increase your retirement income? *

Our strategies work best for those with investable assets of at least $500k. If you don't meet this requirement, you may be unable to schedule. How much do you currently have in investable assets? *