Tier C· $500K-$1M est. liquid
IRMAA-aware withdrawal sequencing
Georgia·Age 57·Planning lead
Score
74Score
Estimated assets
$1.3M est.
Est. liquid: $680K est.
Price
$213
Time on
5d 21:10:16Advisor marketplace
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Showing 1-6 of 12 leads
Tier C· $500K-$1M est. liquid
Pension election plus spousal benefit optimization
Massachusetts·Age 64·Planning lead
Score
72Score
Estimated assets
$1.1M est.
Est. liquid: $520K est.
Price
$213
Time on
5d 01:10:16Tier 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 09:10:16Tier 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 19:10:16Tier B· $1M-$3M est. liquid
Complex estate plan before selling the business
North Carolina·Age 62·Planning lead
Score
80Score
Estimated assets
$2.7M est.
Est. liquid: $1.6M est.
Price
$340
Time on
3d 07:10:16Tier B· $1M-$3M est. liquid
Wants eight weeks of family time per year
California·Age 61·Planning lead
Score
77Score
Estimated assets
$1.9M est.
Est. liquid: $1.1M est.
Price
$400
Time on
2d 20:10:16Tier C· $500K-$1M est. liquid
Plan complete, browsing — career pivot to teaching at 58
Washington·Age 56·Map complete
Score
76Score
Estimated assets
$870K est.
Est. liquid: $580K est.
Price
$250
Time on
1d 13:10:16Tier C· $500K-$1M est. liquidAsked for advisor
Asked for advisor — income certainty before claiming Social Security
Florida·Age 62·Asked for advisor
Score
88Score
Estimated assets
$1.1M est.
Est. liquid: $720K est.
Price
$400
Time on
1d 06:10:16Tier 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
22:10:16Tier B· $1M-$3M est. liquidAsked for advisor
Plan complete, asked — wants to RV-travel before kids leave
California·Age 59·Asked for advisor
Score
96Score
Estimated assets
$2.8M est.
Est. liquid: $1.9M est.
Price
$550
Time on
15:10:16Tier 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
09:10:16Tier 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
04:10:16