Do these statements ring true?

Do you have a substantial amount ($500,000+) in an 401(k), defined benefit pension with lump sum option, stock options, other IRA Rollovers, brokerage accounts or all the above and not quite sure what to do?

Are you exploring your options on how to manage your money, whether you will do it yourself or hire some to do it?

Are you worried that you might run out of money and want to make sure your money is working for you?

If they do, then you're in the right place. If it doesn’t quite fit, look over the other profiles to find a better match.

Read more about people like me.