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 19:56:25Advisor marketplace
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Tier D· $250K-$500K est. liquid
Wants dependable income for trips with the grandkids
Utah·Age 57·Map complete
Score
67Score
Estimated assets
$435K est.
Est. liquid: $290K est.
Price
$150
Time on
2d 05:56:25Tier D· $250K-$500K est. liquidAsked for specialist
Wants steady income to fund the lake-and-boat retirement
Arizona·Age 61·Asked for specialist
Score
76Score
Estimated assets
$465K est.
Est. liquid: $310K est.
Price
$250
Time on
1d 21:56:25