Tier C· $500K-$1M est. liquid
Wants income planning for tax-efficient withdrawal sequencing
Georgia·Age 57·Planning lead
Score
74Score
Estimated assets
$1.3M est.
Est. liquid: $680K est.
Price
$213
Time on
5d 21:57:26Advisor marketplace
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Showing 1-6 of 12 leads
Tier C· $500K-$1M est. liquid
Wants guaranteed income to complement a pension decision
Massachusetts·Age 64·Planning lead
Score
72Score
Estimated assets
$1.1M est.
Est. liquid: $520K est.
Price
$213
Time on
5d 01:57:26Tier 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 09:57:26Tier D· $250K-$500K est. liquid
Wants income strategy that addresses RMD and legacy goals
Texas·Age 63·Planning lead
Score
73Score
Estimated assets
$1.2M est.
Est. liquid: $410K est.
Price
$128
Time on
3d 19:57:26Tier B· $1M-$3M est. liquid
Wants income strategy that addresses RMD and legacy goals
North Carolina·Age 62·Planning lead
Score
80Score
Estimated assets
$2.7M est.
Est. liquid: $1.6M est.
Price
$340
Time on
3d 07:57:26Tier B· $1M-$3M est. liquid
Wants income planning for tax-efficient withdrawal sequencing
California·Age 61·Planning lead
Score
77Score
Estimated assets
$1.9M est.
Est. liquid: $1.1M est.
Price
$400
Time on
2d 20:57:26Tier C· $500K-$1M est. liquid
Wants steady income to fund an active next chapter
Washington·Age 56·Map complete
Score
76Score
Estimated assets
$870K est.
Est. liquid: $580K est.
Price
$250
Time on
1d 13:57:26Tier 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 06:57:26Tier 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
22:57:26Tier B· $1M-$3M est. liquidAsked for specialist
Wants guaranteed income strategy to bridge Roth conversion window
California·Age 59·Asked for specialist
Score
96Score
Estimated assets
$2.8M est.
Est. liquid: $1.9M est.
Price
$550
Time on
15:57:26Tier A· $3M+ est. liquid
Wants longevity income strategy for a 25+ year retirement horizon
Colorado·Age 60·Map complete
Score
87Score
Estimated assets
$4.8M est.
Est. liquid: $3.2M est.
Price
$500
Time on
09:57:26Tier A· $3M+ est. liquidAsked for specialist
Wants an income plan that protects a legacy
Texas·Age 64·Asked for specialist
Score
96Score
Estimated assets
$7.1M est.
Est. liquid: $4.6M est.
Price
$700
Time on
04:57:26