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Which of the following best describes you?(Required)
How far away are you from retirement?(Required)
What’s your current age?(Required)
What’s your marital status?(Required)
Excluding Real Estate, what are your current Investment Portfolio assets?(Required)
Which of the following best describes your situation?(Required)
Is your Investment Portfolio currently setup to provide adequate income in retirement so that you don’t outlive your money?(Required)
How well diversified is your Portfolio right now? (e.g Large Cap vs. Small Cap, Growth vs. Value, Equities vs. Fixed Income, Domestic vs. International, etc.)(Required)
Do you have any individual holdings that make up 5% (or more) your retirement portfolio? (e.g. employer company stock, any one individual investment, etc.)(Required)
Is your Investment Portfolio structured to transition from the “Accumulation Phase" to the “Distribution Phase” of your retirement?(Required)
Is your Retirement Plan fully optimized from a TAX perspective? (e.g. Repurposing accounts in a more tax-advantaged way, taking income in the most tax-advantaged order, etc.)(Required)
Speaking of Taxes, does your portfolio take advantage of “Tax Loss Harvesting”?(Required)
Now let's talk about FEES. According to a PBS Frontline Report, an ordinary American can pay as much as $109,407 in retirement FEES to their mutual fund providers over a lifetime. Which best describes you? (Required)
What about "LITTLE-KNOWN" fees only revealed in Fund Prospectuses & Revenue Share Disclosures (including 12B-1 Fees, M&E Fees, and other compensation your investment advisor may be receiving)?(Required)
Last Question... If you had to pick one, which of the following represents your single biggest concern about your retirement right now:(Required)

Where Should We Send Your Customized Report & Video Explanation on What this Means and How to Address this Gap?

Name(Required)