What inspired you to explore a more advanced, tax-efficient retirement strategy right now? *

I’m ready to elevate my financial strategy to a higher standard

I want more control over my long-term wealth

I’m optimizing my retirement plan for tax efficiency

I’m improving my current investment structure

I’m leveling up my financial identity and planning

What outcome are you aiming to achieve through this Design Session?

A retirement plan that reflects the identity I’m stepping into

Greater long-term control, stability, and tax-free growth

A more intelligent, efficient alternative to traditional accounts

A predictable, engineered income stream I can rely on

Strategic clarity so I can build wealth with intention

Which priority do you want your long-term strategy to emphasize most? *

Ensuring I never have to depend on the market for stability

Creating predictable, tax-free retirement income

Building long-term financial security for my family

Maximizing growth without compromising safety

Engineering a future-proof retirement structure

What monthly contribution aligns with the long-term identity you want to step into? *

Under $250/mo

$250 – $500/mo

$500 – $1,000/mo

$1,000 – $2,000/mo

$2,000+/mo

What annual tax-free income range best reflects the lifestyle you want to build? *

$20,000 per year

$30,000 per year

$50,000 per year

$75,000 per year

$100,000 per year

$150,000+ per year

Which age bracket do you fall into? *

18–24

25–34

35–44

45–55

56–64

65+

State *

First Name *

Last Name *

Email *

Phone *

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