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 21:19:52Advisor marketplace
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Showing 1-6 of 6 leads
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
2d 22:19:52Tier 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 08:19:52Tier 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
17:19:52Tier A· $3M+ est. liquidPlanningPhone OK
Wants longevity income strategy for a 25+ year retirement horizon
Colorado·Age 60·Map complete
Score
87Score
Estimated assets
$4.8M est.
Est. liquid: $3.2M est.
Price
$500
Time on
11:19:52Tier 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
06:19:52