Tier 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 20:56:52Advisor marketplace
Marketplace
Exclusive leads in your licensed states.
Auto-match offSet up auto-match