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
$128
Time on
3d 20:37:28Advisor marketplace
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Showing 1-4 of 4 leads
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 14:37:28Tier 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 07:37:28Tier 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
05:37:28