AIM Secure Retirement Assessment To make the best use of our time together, please answer a few important questions. Question Title * 1. Where would you like your AIM Assessment sent? First & Last Name Email Address Phone Number Question Title * 2. What is your approximate age? Under 50 50-55 56-60 61-65 Over 65 Question Title * 3. What is your desired retirement age? (If already retired, just write "retired.") Question Title * 4. Are you married? Yes No Widowed Divorced Question Title * 5. Approximate size of your current nest egg (401k, IRAs, Investment accounts, etc.) Note: The AIM Retirement System provides the most value to savers with at least $1m of investable assets. < $500,000 $500,000 - $1 Million $1 Million - $5 Million $5 Million + Question Title * 6. Are you currently working with a financial advisor? YES - But I'm not convinced they are the right fit for me and I need a second opinion. NO - That's why I'm reaching out to you! Question Title * 7. As you search for a financial planner, which of the following BEST describes what you're looking for? I need help answering a few big questions and don't need ongoing management. I only need help with retirement planning; I don't need someone to manage my investments. I want to offload my investments + retirement planning to an expert so I can spend my time doing the things I love and enjoy. Question Title * 8. How did you find us? YouTube Facebook Retirement For Life Podcast Referral from a friend, family member, or colleague Other Question Title * 9. Please share any additional information you would like us to know ahead of your call:Ex: Background information, current pain points, what's keeping you up at night, primary financial/retirement goals, how you found us, etc. Done