Tier B· $1M-$3M est. liquid
Wants dependable income to fund time with family
New York·Age 58·Map complete
Score
83Score
Estimated assets
$1.6M est.
Est. liquid: $1.1M est.
Price
$400
Time on
22:55:24Advisor marketplace
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Tier C· $500K-$1M est. liquidAsked for specialist
Wants Social Security claiming guidance with income planning context
Florida·Age 62·Asked for specialist
Score
88Score
Estimated assets
$1.1M est.
Est. liquid: $720K est.
Price
$400
Time on
1d 06:55:24Tier C· $500K-$1M est. liquid
Wants income strategy that addresses RMD and legacy goals
New York·Age 59·Planning lead
Score
75Score
Estimated assets
$1.4M est.
Est. liquid: $790K est.
Price
$213
Time on
4d 09:55:24