Find the Right Financial Strategy for Your Stage of Life

Answer a few quick questions to see options that may fit your goals.

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Step 1 of 9Find the Right Financial Strategy for Your Stage of Life

What’s your biggest financial concern right now?

Planning a secure retirement Protecting my family’s future Growing money safely Reducing market risk Not sure – need guidance

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Step 2 of 9Find the Right Financial Strategy for Your Stage of Life

Which age range are you in?

25–35 36–45 46–55 56–64 65+

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Step 3 of 9Find the Right Financial Strategy for Your Stage of Life

Which best describes you?

W-2 employee Self-employed / business owner Retired Transitioning careers

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Step 4 of 9Find the Right Financial Strategy for Your Stage of Life

Do you currently have any of the following?

401(k) or IRA Life insurance Pension or annuity None / not sure

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Step 5 of 9Find the Right Financial Strategy for Your Stage of Life

What would you like your money to do most?

Grow tax-free Guarantee lifetime income Protect my family if something happens Reduce risk from market swings Leave a legacy

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Step 6 of 9Find the Right Financial Strategy for Your Stage of Life

When are you looking to take action?

Immediately In the next 3–6 months Just researching

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Step 7 of 9Find the Right Financial Strategy for Your Stage of Life

Which country do you live in?

United States Canada

Which state you live in currently?

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Step 8 of 9Find the Right Financial Strategy for Your Stage of Life

how much cash you have ready to invest.. (including 401k and other investments)

Optional — choose one or skip to the next step.

less than $5k between $5k to $10k between $10k to $50k between $50k to $100k between $100k to $500k between $500 k - $1M $1M or more Prefer not to say

Step 9 of 9Find the Right Financial Strategy for Your Stage of Life

See Your Personalized Options

Based on your answers, we found strategies that may fit your situation.

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Based on your answers, we found strategies that may fit your situation. A member of the CRI Wealth Management Group team will reach out shortly to walk you through your personalized options.

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Find the Right Financial Strategy for Your Stage of Life

What’s your biggest financial concern right now?

Which age range are you in?

Which best describes you?

Do you currently have any of the following?

What would you like your money to do most?

When are you looking to take action?

Which country do you live in?

how much cash you have ready to invest.. (including 401k and other investments)

See Your Personalized Options

Thank you!