What is your current age range?
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Silent Generation – 1928-1945
Baby Boomers – 1946-1964
Generation X – 1965 - 1980
Millennials – 1981-1996
Generation Z – 1997-2012
When do you plan to retire?
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0 years (Already retired & living the good life)
1-5 years (Starting to plan my upcoming retirement party!)
6-10 years (Still looking for that light at the end of the tunnel)
11-20 years (Workin' 9 to 5, What a way to make a livin')
20+ years (It’s never too early to start planning, am I right?)
How would you rate your knowledge of investment strategies and financial markets?
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I don’t know anything at all.
I’m actively learning about my options now.
I know just enough to be dangerous.
I have some knowledge about the financial market and I am actively working to diversify investments within my financial portfolio.
I understand the markets and investing quite well. Now let’s talk advanced strategies!
Would you consider yourself a high-net worth individual ($1Million-$5Million)?
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Yes
No
What are your primary financial goals for the next 5-10 years?
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Starting or growing a business
Saving for retirement
Building wealth
Preparing my legacy
Traveling the world
What are your overall objectives for investments?
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Creating current & future income
Preserving capital
Staying ahead of inflation
Increasing returns
Building wealth for heirs
Which investment types are you most interested in?
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Stocks/Bonds
Mutual Funds/ETFs
Real Estate
Alternative investments (e.g., private equity, hedge funds)
Risk Mitigation Products (e.g. insurance & protection products)
What percentage of your income do you currently contribute to retirement savings?
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I don’t even have a plan.
Less than 5%
5-10%
More than 10%
I'm not currently contributing.
Are you a business owner or entrepreneur?
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I am not a business owner.
I plan to open or purchase a business in the near future.
I am a business owner looking to retire or sell in the near future.
I am a business owner.
I consider myself an entrepreneur.
How actively do you engage in tax planning strategies to minimize tax liabilities?
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I hate taxes so I don’t pay them.
I’m a Do It Yourself-er and I file my own tax returns each year.
I work with a tax professional to file my tax returns each year.
I work with a CPA to file my tax returns and a financial advisor to manage my financial portfolio and investments, but they do not interact with one another.
I work with a team of financial experts, advisors, and CPAs that collaborate on advanced tax mitigation options to proactively reduce my tax bill each year.
Do you have a liquidity event over $1M coming up?
Yes
No
I may have one for less than a million
Have you developed an estate plan to ensure the orderly transfer of your assets to your heirs through a will or trust?
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I don’t like to think about death, so I don’t want to plan for it.
I know I need to create a plan, but I have just been too busy.
I created an estate plan many years ago but I have never updated my plan, even though my life situation/assets/beneficiaries may have changed and look different now.
I am currently working with an attorney to get this done.
I am an overachiever who is never without an up-to-date plan!
Do you work with a financial advisor to manage your financial portfolio?
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No, I don’t trust anyone, so I keep my money under my mattress.
I have retirement funds managed by employer programs, but I do not work with an advisor for future planning.
I work with a financial institution to manage & balance my financial portfolio, but I don’t know if I can successfully retire when I’m ready.
I would like to work with a financial advisor and fiduciary that does full financial planning to ensure that all my bases are covered.
I already work with a financial advisor that I trust and I feel confident about my future retirement plans.
First Name
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Last Name
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Email
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Phone (optional)