Tier C· $500K-$1M est. liquidPlanningPhone OK
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
$250
Time on
4d 11:33:03Advisor marketplace
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Tier D· $250K-$500K est. liquidPlanningPhone OK
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
$150
Time on
3d 21:33:03Tier C· $500K-$1M est. liquidAsked for specialistPhone OK
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 08:33:03Tier B· $1M-$3M est. liquidPlanningPhone OK
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
1d 00:33:03Tier A· $3M+ est. liquidAsked for specialistPhone OK
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
06:33:03