Eric Weschke - Advanced Folio Capital Management

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WWW.advancedfolio.com

(631) 675-1885

What state do you live in?

Alabama

Alaska

Arizona

Arkansas

California

Colorado

Connecticut

Delaware

Florida

Georgia

Hawaii

Idaho

Illinois

Indiana

Iowa

Kansas

Kentucky

Louisiana

Maine

Maryland

Massachusetts

Michigan

Minnesota

Mississippi

Missouri

Montana

Nebraska

Nevada

New Hampshire

New Jersey

New Mexico

New York

North Carolina

North Dakota

Ohio

Oklahoma

Oregon

Pennsylvania

Rhode Island

South Carolina

South Dakota

Tennessee

Texas

Utah

Vermont

Virginia

Washington

West Virginia

Wisconsin

Wyoming

What is your age range?

Under 55

55 - 65 years old

Over 65+ years old

Are you retired?

Yes

Our retirement strategies work best for those with $500k+ in assets. If you're below this threshold, we may not be a fit. How much do you currently have in investable assets?

(Excluding any real estate value)

$0 - $500K

$500K - $1M

$1M - $5M

$5M - $10M

Over $10M

What is your risk tolerance?

Low

Medium

High

Once converted, how would you eventually like to use the tax-free funds?

Maximize Growth

Maximize Income

Are you married?

Yes

What do you estimate will be your taxable income in 2025?

$25,000

$50,000

$75,000

$100,000

$150,000

$200,000

$250,000

$300,000

$350,000

$400,000

$450,000

$500,000

$550,000

$600,000

$650,000

$700,000

$750,000+

Would you consider working with a financial advisor who operates virtually, as long as it aligns perfectly with your needs and goals?

Yes

How soon are you looking to finalize your retirement planning?

Yesterday – I need help urgently.

Within 1-3 weeks – I'm ready to start planning soon.

Within 1-3 months – I'm thinking about it and want to plan ahead.

3+ months from now – I'm exploring my options for the future.