Net Worth Over 500k? Take This Retirement Quiz

Just 3 questions before you proceed. Do you have a net worth of more than $500k (or a portfolio size of at least $50k, it could be a combination of cash, stocks, bonds, or other assets)? Do you think about retirement? Do you want to hit bigger financial goals?

If you answered yes, then you’ve got a great retirement outlook. Click the button below to proceed. Answer the short questionnaire about yourself, and get matched with up to 3 financial advisors that are held to a fiduciary standard to act in your best interests, and you’ll get an absolutely free no-obligation consultation.

Ask questions about investments, financial planning, maximizing savings and retirement contributions, tax planning, protecting your assets and anything else you want. Learn how to keep your tax‑deferred savings growing longer, higher limits on catch-up contributions are coming in 2025, and more flexibility for 529 accounts — they now can roll over into Roth IRAs.

This could be hugely beneficial. The questionnaire takes 2 minutes, it starts with just entering your zip code. This free service has matched over 100,000 people with top financial advisors.