Tier C· $500K-$1M est. liquidAsked for advisor
Asked for advisor — income certainty before claiming Social Security
Florida·Age 62·Asked for advisor
Score
88Score
Estimated assets
$1.1M est.
Est. liquid: $720K est.
Price
$400
Time on
1d 06:08:43Advisor marketplace
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Showing 1-5 of 5 leads
Tier C· $500K-$1M est. liquid
Plan complete, browsing — career pivot to teaching at 58
Washington·Age 56·Map complete
Score
76Score
Estimated assets
$870K est.
Est. liquid: $580K est.
Price
$250
Time on
1d 13:08:43Tier C· $500K-$1M est. liquid
Business sale paired with an estate-planning window
New York·Age 59·Planning lead
Score
75Score
Estimated assets
$1.4M est.
Est. liquid: $790K est.
Price
$213
Time on
4d 09:08:43Tier C· $500K-$1M est. liquid
Pension election plus spousal benefit optimization
Massachusetts·Age 64·Planning lead
Score
72Score
Estimated assets
$1.1M est.
Est. liquid: $520K est.
Price
$213
Time on
5d 01:08:43Tier C· $500K-$1M est. liquid
IRMAA-aware withdrawal sequencing
Georgia·Age 57·Planning lead
Score
74Score
Estimated assets
$1.3M est.
Est. liquid: $680K est.
Price
$213
Time on
5d 21:08:43