Kindly complete the form below so we can better prepare for your upcoming consultation. Your responses help us tailor our review to your specific financial goals and ensure you receive the most accurate recommendations.
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MA
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VT
- VA
- WA
- WV
- WI
- WY
- DC
- No elements found. Consider changing the search query.
- List is empty.
- Under 34 years old
- 35-44 years old
- 45-54 years old
- 55-64 years old
- 65+ years old
- No elements found. Consider changing the search query.
- List is empty.
Combined annual income of all household members
- Below $75,000
- $75,000-$150,000
- $150,000-$250,000
- $250,000-$500,000
- $500,000+
- No elements found. Consider changing the search query.
- List is empty.
- Less Than $100,000
- $100,000–$250,000
- $250,000–$500,000
- $500,000–$1M
- $1M+
- No elements found. Consider changing the search query.
- List is empty.
- Protecting my family with life insurance
- Planning for long-term care costs
- Creating guaranteed retirement income
- Passing on a legacy tax-efficiently
- Growing wealth for retirement
- No elements found. Consider changing the search query.
- List is empty.
- Securing life insurance coverage
- Putting a long-term care plan in place
- Setting up guaranteed retirement income
- Building/Protecting my estate
- No elements found. Consider changing the search query.
- List is empty.
- Immediately (within 30 days)
- Within 90 days
- In 6–12 months
- Just gathering information
- No elements found. Consider changing the search query.
- List is empty.
- A monthly premium of $300–$1,500+ (for life insurance/LTC)
- A lump sum of $50k+ (for guaranteed income/wealth strategies)
- $2000+ for Legacy and Estate Planning
- I’m not ready to commit financially
- No elements found. Consider changing the search query.
- List is empty.
- Greatness Summit
- Community (e.g., CoachK, COG, Tax Deed Wolf)
- Client Referral
- Other
- No elements found. Consider changing the search query.
- List is empty.
- ScaleHer Summit
- Tax Deed Wolf
- Coach K Community
- Circle of Greatness
- WBA/WBC
- No elements found. Consider changing the search query.
- List is empty.