First Name
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Last Name
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Email
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Cell Phone (to receive appointment text confirmation code)
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Please Answer These Short Questions To Book Your Call Below:
Your Age
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When do you plan on retiring?
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Already Retired
Within 2 years or less
Within 3 to 5 years
Within 6-10 years
I don't know yet
How much do you have saved towards retirement?
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Under $100,000
$100,000 to $250,000
$250,000 to $500,000
$500,000 to $750,000
$1,000,000 to $2,000,000
$2,000,000 to $3,000,000
$3,000,000 to $5,000,000
Over $5,000,000
Do you have a 401k or 403b from previous employment?
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Yes
No
What are your important retirement goals?
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Good Returns Without Too Much Risk
Protection from Market Downturns
Guaranteed Income-for-Life
Eliminate Fees
Pass Assets To Others
Lower My Tax Liability
I have other goals
What are your biggest concerns for your retirement?
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Losing Too Much In The Market
Not Having Enough Income
Running Out of Money
Paying Too Much In Taxes
Nursing Home Expenses
I have other concerns as well
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