People In Their 60s Are Taking This Retirement Quiz To Unlock Their Potential With A Financial Advisor

This retirement quiz from SmartAsset is so good at matching you with a top advisor and it has been in the press in Forbes, The New York Times, and The Wall Street Journal.

If you have a portfolio worth more than $100,000 (it could be cash, stocks, bonds, or other assets), it’ll match you with up to 3 financial advisors, and for a limited time get a free, no-obligation consultation. The data shows that people who work with financial advisors end up with higher net worths and more assets than those that do not.

You can start the 3 minute quiz right here or keep reading.

Managing your money or a portfolio comes with real responsibility—and real opportunity. From optimizing your tax strategy to balancing growth and income needs, a professional advisor can help you make informed decisions that support your goals.

The SmartAsset quiz takes just a few minutes and asks a few key questions about your financial situation, timeline, and preferences. Based on your answers, it matches you with advisors who are well-suited to guide your retirement planning.

There’s no cost to get matched or take the quiz, and the consultation is completely free. This is your chance to take your financial future to the next level. Click right here and take the free quiz to get matched with up to 3 fiduciary financial advisors today.