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Name
How close are you to retirement?
What is the total value of your retirement portfolio (401(k), Traditional IRA, etc.)?
What is your primary goal for your savings in a deferred plan?
Do you have concerns about paying taxes on your retirement savings?
Have you experienced losses in your retirement savings due to market volatility?
Are you currently working with a financial advisor or tax professional?
Would you consider working with an advisor virtually?
Are you interested in having a free consultation with one of our retirement experts?
If you are interested, what date and time works best for you?
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