Tier 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 19:10:16Advisor marketplace
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Tier 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 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