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INVESTOR
City
State / Province / Region
Alabama
Alaska
Arizona
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California
Colorado
Connecticut
Delaware
Florida
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Hawaii
Idaho
Illinois
Indiana
Iowa
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Maryland
Massachusetts
Michigan
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Mississippi
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Montana
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Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
What is your estimated total investable assets?
Less than $100,000
$100,000 - $249,999
$250,000 - $499,999
$500,000 - $599,999
$600,000 or more
What is your estimated annual household income?
Less than $50,000
$50,000 - $99,999
$100,000 - $149,999
$150,000 - $249,999
$250,000 or more
How much do you currently save monthly towards investments or savings?
Less than $500
$500 - $999
$1,000 - $1,999
$2,000 or more
What is your primary financial goal?
Grow wealth over time
Protect against inflation
Create a steady income stream for retirement
Maximize tax-efficient investments
Leave a financial legacy
How would you describe your comfort level with investing?
Very comfortable
Somewhat comfortable
Neutral
Somewhat uncomfortable
Very uncomfortable
What investment strategies do you currently use?
None, I’m just starting out
Savings accounts/CDs
401(k)
Traditional/Roth IRA
Taxable brokerage accounts
Other
Other: Please Specify
When do you plan to start withdrawing money from your investments?
In the next 1-5 years
5-10 years
10-15 years
15+ years
How urgent is it for you to improve your long-term financial strategy?
I’m ready to make changes immediately
Within the next 3 months
Sometime within the year
Not urgent at the moment
How soon do you plan to retire?
Already retired
In 5-10 years
In 10-15 years
More than 15 years from now
What is the most important activity you plan to focus on in retirement?
Travel
Pursuing hobbies or passions
Spending time with family and friends
Charitable work/volunteering
Starting a small business or side project
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Last name
Phone number
Email
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