What's on your mind right now when it comes to your money?
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My tax burden seems too high
RMDs are coming up and I want a plan
My Medicare premiums
Leaving money to my family without a tax mess
I'm not thrilled with my current advisor
Something else
How long have you been with your current advisor, or has this mostly been on you?
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Same advisor for 10+ years
Same advisor for a few years
I manage it myself
I don't really have one right now
What's the rough range of your investable assets right now, not counting your home?
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Under $500,000
$500,000 to $1,500,000
$1,500,000 to $4,000,000
Over $4,000,000
Contact info
So I can follow up with you personally
Who are we speaking to?
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Where should we call?
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Email
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