Portfolio Over $100k? Ready For Retirement? Get Match With A Financial Advisor For Free

If you have over $100,000 in your portfolio (it could be cash, stocks, bonds, or combination of all 3), click the button at the bottom of the page to take the free retirement quiz and get matched with up to 3 financial advisors.

This quick and easy tool from SmartAsset helps you connect with vetted fiduciary advisors and get a free, no-obligation consultation. Whether you’re nearing retirement or just starting to plan, expert guidance can make a big difference.

Managing a portfolio over six figures 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 with each advisor is completely free. This is your chance to gain clarity and confidence about your financial future—without pressure or obligation. Ready to take the next step toward retirement security? Click the button below and take the free quiz to get matched with up to 3 fiduciary financial advisors today.