TreasuryViewer
When would you like to retire?
I'm already retired
1 - 4 years
5 - 9 years
10 - 19 years
20 - 29 years
30+ years
Please estimate your total investable assets
Less than $25,000
$25,000 - $99,999
$100,000 - $249,999
$250,000 - $999,999
$1,000,000 - $4,999,999
Over $5,000,000
Where do you expect the majority of your retirement income to come from?
Savings and investments
Employer (Pensions)
Government
Other
Please estimate your household income.
Less than $40,000
$40,000 - $74,999
$75,000 - $99,999
$100,000 - $149,999
$150,000 - $249,999
Over $250,000
Please estimate your current monthly savings.
Less than $400
$100 - $249
$250 - $499
$500 - $999
$1,000 - $1,999
Over $2,000
Do you have a family trust or estate plan in place to control how your wealth is transferred?
Yes
It's in progress
No
I'm not sure what that involves
Are you investing in any additional real estate assets?
No
Yes
Do you currently have a financial advisor?
No
Yes
Thank You!
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