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We designed this short survey to help you understand where you stand on the path to financial independence. Answer these simple questions, and we’ll provide insights tailored to your situation.

Client Survey for website

When do you plan to retire?
What is your total investable asset amount (including retirement and non-retirement assets)?
How much of your assets are in retirement accounts (IRA, 401(k), etc.)?
What is your desired annual spending in retirement?

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Provide your details so we can share insights tailored to your retirement plan.

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