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Phone
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Age Range
*
Under 40
41-54
55-64
65-74
75 & better
Age
Do you have $500,000+ retirement/brokerage accounts?
*
Yes
No
Total Assets
Income Timeline
Already drawing income
Within 1-5 years
Within 6-10 years
More than 10 years
Not Sure
Timeline
Market Volatility Feelings
I’m fine with volatility
Concerned about the next crash
Tired of losses and want certainty
Want out of the market entirely
Volatility
Belief in Guaranteed Income
No, not realistic
Maybe, skeptical
Yes — and I want to know how
Forecast History
Had one in last 12 months
Never
Not Sure
Ready & Willing to Do a Strategy Session
Yes
Depends
Not right now