Smart Assist - Match with an Advisor

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Smart Assist

Your situation is unique.

Match with a vetted advisor near you that fits your individual needs and can craft a bespoke plan, specific for you.

Smart Assist

Step 1 of 16

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What is your current age?*
- Over 65
- 60-65
- 54-59
- 50-53
- Under 50

What stage are you in for retirement?*
- Earning and Saving
- Growing my Current Investments
- Protecting what I have saved
- Just getting started

Do you have a 401(k) or 403b?*
- Yes
- No

Do you have an IRA?*
- Yes
- No

Please estimate your total investable assets.*
- Less than $25,000
- $25,000 - $99,999
- $100,000 - $249,999
- $250,000 - $999,999
- $1,000,000 - $4,999,999
- Over $5,000,000
Not including any properties or homes.

Are you currently retired?*
- No
- Yes

Where do you plan to get the majority of your retirement income from?*
- Investments and Savings
- Pensions
- Government
- Other

Please estimate your household income.*
- Less than $50,000
- $50,000 - $99,999
- $100,000 - $199,999
- Over $200,000

How comfortable are you with investing?*
- Not comfortable at all
- Somewhat comfortable
- Very comfortable and confident

How much risk is ok?*
- Risk is good
- I am more moderate
- I prefer to be safer
- Zero

Are you married?*
- Yes
- No

Do you own your home?*
- Yes
- No

Do you currently work with a financial advisor?*
- Yes
- No
- I have in the past but not sure now

Which of these are the most important for your financial advisor to have?*
- Tax experience
- Investment management experience
- Estate planning experience
- Something else

Is there anything else you would like to share to assist with finding an advisor?

Enter your information to start the search for advisors that match your requests.*
First Last
Phone*
Email*
Address*
Street Address City State / Province / Region ZIP / Postal Code

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