Start Your Discovery Interview

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🎂 What's your current age range?

Under 35

36-45

46-55

56-60

61-65

0ver 65

📆 When do you plan on retiring?

In less than 5 years

In 5 to 10 years

In more than 10 years

Just starting planning

💰How many 401k/Retirement Plans do you have?

0

1

2

3+

📃What's your main financial priority now?

Protect what I have

Create income

Grow Retirement Assets

Not sure

🗺️Where do you expect your income to mostly come from in retirement?

Savings/Investment

Pension

Social Security

Others

📉What's your risk tolerance?

Low

Moderate

High

Not Sure

💼Do you currently work with a Financial Advisor?

Yes

No

💰Estimate your total projected assets for retirement

$100k or Less

$100k - $500k

$500k - 1 million

$1 million+

✈️What are you looking forward to most in retirement?

Traveling

Family & Friends time

Working part time

Hobbies

🏡Where do you live?

Please tell us anything else you'd like us to know to help you best about your retirement Income guidance. (optional)

📩Where Should We Send Your Information To?

We are able to help you with a retirement plan!

Coast Wealth Management Will be in touch with a custom plan for you at no obligation. You can also book a call below to speed up the process.

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