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Personal Finance
Find a Pro
Find Your CFP
Finding Your Perfect Insurance Agent
Finding the Perfect Lawyer
Finding Your Tax Pro
Retirement
Life Insurance Calculator
Tax Planning
Business Services
Starting a Business
Raising Capital
Scaling a Business
Selling a Business
Book
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What info do you seek?
Find a Pro
Business services
Which type of pro?
Financial planner
Attorney
Tax expert
Insurance agent
What type of business services?
Starting a business
Raising capital
Scaling a business
Selling a business
Anything else you wish to share? (optional)
What advice do you seek?
Retirement planning
Investing
Insurance planning
Tax planning
Estate planning
Business planning
General financial planning
Other
Are you open to meeting virtually?
Yes, meeting virtually is fine
No, I prefer in-person
What is your zip code?
What is your current age?
Over 65
55-65
45-54
35-44
25-34
Under 25
Please estimate your current net worth (all assets minus all debts)
Over $2M
$1M-$2M
$500,000 - $1M
$250,000 - $500,000
$100,000 - $250,000
Under $100,000
Anything else you wish to share? (optional)
What type of attorney do you need?
Estate (wills, trusts, etc.)
Business (LLCs, acquisitions, etc.)
Tax law
Real estate
Attorneys specialize by state. Please pick your state.
AL
AK
AZ
AR
CA
CO
CT
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
What type of tax expert do you need?
CPA (more complex tax return or advice)
Accountant (basic tax return)
Bookkeeping for business
Anything else you wish to share? (optional)
What type of insurance do you need?
Home and auto
Life
Health
Disability
Business
Other
Anything else you wish to share? (optional)
Name
(Required)
First
Last
Email
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Phone
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