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
04:08:44Advisor marketplace
Marketplace
Exclusive leads in your licensed states.
Auto-match offSet up auto-match
Showing 1-4 of 4 leads
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
22:08:44Tier 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 19:08:44Tier 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 09:08:44