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First name
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Email
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What is your current retirement status?
I'm retired
I plan to retire in the next 5 years
I plan to retire in the next 10 years
I'm not near retirement
How would you describe your current financial readiness for retirement?
I'm confident that my savings and investments are on track
I'm not entirely sure - I'd like to learn more
I'm just starting to save now
Which of the following best describes your main retirement income concern?
I'm worried I might run out of money during retirement
I'm concerned about paying too much in taxes on my retirement income
I'm unsure if my investment are properly balanced for long-term-growth
I need a second opinion on my retirement strategy
I'm just exploring general retirement information
Do you have an advisor helping you with retirement planning right now?
No, I've been handling everything myself
Yes, but I'm looking for a second opinion
Yes, I already have an advisor I trust completely
Would you be open to a quick, complimentary review of your portfolio or retirement strategy?
Yes, I want to schedule a call now
Maybe, but I'd like to learn more first
No, I'm just browsing
When is a good time to call you?
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