Tier D· $250K-$500K est. liquid
Wants income strategy that addresses RMD and legacy goals
Texas·Age 63·Planning lead
Score
73Score
Estimated assets
$1.2M est.
Est. liquid: $410K est.
Price
$128
Time on
3d 19:56:28Advisor marketplace
Marketplace
Exclusive leads in your licensed states.
Auto-match offSet up auto-match