Tier B· $1M-$3M est. liquidPlanningPhone OK
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
3d 00:28:55Advisor marketplace
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Tier C· $500K-$1M est. liquidPlanningPhone OK
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 17:28:55Tier 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 10:28:55Tier B· $1M-$3M est. liquidAsked for specialistPhone OK
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
19:28:55