Tier A· $3M+ est. liquidAsked for advisor
Plan complete, asked for advisor — energy exec preparing for exit
Texas·Age 64·Asked for advisor
Score
96Score
Estimated assets
$7.1M est.
Est. liquid: $4.6M est.
Price
$700
Time on
04:07:52Advisor marketplace
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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
09:07:52Tier 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 19:07:52