Tier A· $3M+ est. liquid
Wants a tax-aware travel budget that lasts 25+ years
Colorado·Age 60·Map complete
Score
87Score
Estimated assets
$4.8M est.
Est. liquid: $3.2M est.
Price
$500
Time on
09:09:14Advisor marketplace
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Exclusive leads in your licensed states.
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Tier B· $1M-$3M est. liquid
Wants flexibility for grandkid trips through age 70
New York·Age 58·Map complete
Score
83Score
Estimated assets
$1.6M est.
Est. liquid: $1.1M est.
Price
$400
Time on
22:09:14Tier 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 09:09:14