Find Your Advisor - WealthChannel

Step 1 of 15

What is your current age?

Over 65

60-65

50-59

40-49

30-39

Under 30

What is your ZIP code?

ZIP / Postal Code

Do you currently have a financial advisor?

Yes

What is your current financial priority?

I need help getting started

Saving for retirement

Planning retirement spending

Passing on my wealth

Other

How comfortable are you with investing?

Very comfortable

Somewhat comfortable

Not comfortable at all

What is your investing risk tolerance?

Very Conservative

Somewhat Conservative

Moderate

Somewhat Aggressive

Very Aggressive

Do you have a 401(k) or other employer sponsored retirement plan?

Yes

Do you have an IRA?

Yes

What is your approximate net worth (excluding the value of your primary residence)?

Less than $250,000

$250,000 to $499,999

$500,000 to $999,999

$1 Million or more

Do you own your home?

Yes

What activity are you most looking forward to in retirement?

Travel

Pursuing hobbies

Family

Other

Select any area(s) of expertise that you would like an advisor to have.

Check all that apply.

Tax Planning

Estate Planning

Alternative Investments

Equity Compensation

College Planning

Business Ownership

Other

We have analyzed your responses and have selected your matches...

Where should we send your matches?

🔒 Your information is secure. (Why do we need this? We will email your financial advisor results to you, plus tips on selecting a financial advisor, and our weekly newsletter. You can unsubscribe at any time.)

Almost Done! What's your name?

What's your name?

First Name Last Name

🔒 Your information is secure.

Important: You'll receive your matches shortly after we verify your information.

Mobile phone number(Required)

🔒 Your information is secure. (By clicking "See Matches", you agree to our Terms of Use, and consent to receive calls/texts from WealthChannel and our partners. You may opt out at any time.)

WealthChannel will match you with a vetted fiduciary financial advisor from our network. Based on your responses about your retirement and investing goals, we will connect you with up to three advisors. There is no cost or obligation to work with any advisors presented to you, and your first meeting will always be free.

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