What is your employment status? *

Employed - W2

Self-Employed

Military

Retired

Unemployed

Other

What is most important to you? *

Protection from market volatility

Becoming Your Own Bank

Protect Family/Leave Legacy

Protection from Taxes

Protection from running out of money in retirement

What are your financial goals? *

Compounding Annual Growth

Tax Free Retirement Income

Becoming Your Own Bank

100% Protection from Market Loss

Ability to Overfund & Accelerate Savings

What is your current age? *

35 or under

35 - 45

46 - 55

56 - 60

61 - 65

Over 65

At what age do you plan on retiring? *

55 -59

60 - 64

65 - 69

70+

I am not sure yet

How much money are able to save each month? *

$500 or below

$501 - $1,000

$1,001 - $1,500

$1501 - $2,000

$2,001 - $3,000

$3,001 or over

On a scale from 1-5, how confident are you with your current savings strategy: 1 is least confident 5 is very confident *

1

2

3

4

5

Where are your assets allocated? *

401(k) or 403(b)

IRA

CD's

Savings Account

Mutual Funds/EFT

Full Name *

Last Name *

Email *

Phone *

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