What is your current age?
Under 30 30-45 46-60 Above 60
What’s your primary retirement goal?
Travel Relaxation Family time Hobbies
What is your current savings status?
Under $50k $50k-$200k $200k-$500k Above $500k
What type of retirement account do you have?
401(k) IRA Roth IRA None
How soon are you planning to retire?
Within 5 years 5-10 years 10+ years Not sure
All set, how can we reach you?
Name
Email
Phone
(Details here)
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