Tier D· $250K-$500K est. liquid
Needs a legacy plan before retiring from energy
Texas·Age 63·Planning lead
Score
73Score
Estimated assets
$1.2M est.
Est. liquid: $410K est.
Price
$128
Time on
3d 19:09:05Advisor marketplace
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Tier D· $250K-$500K est. liquid
Five-year runway, wants to underwrite grandkid travel
Utah·Age 57·Map complete
Score
67Score
Estimated assets
$435K est.
Est. liquid: $290K est.
Price
$150
Time on
2d 05:09:05Tier D· $250K-$500K est. liquidAsked for advisor
Plan complete + asking — wants lake property in 2027
Arizona·Age 61·Asked for advisor
Score
76Score
Estimated assets
$465K est.
Est. liquid: $310K est.
Price
$250
Time on
1d 21:09:05