What is your age?
SELECT AGE
0-25
25 - 29
30 - 34
35 - 39
40 - 44
45 - 49
50 - 54
55 - 59
60 - 64
65 - 69
70 - 74
75 and above
What is your combined household income?
SELECT INCOME
$0
$1 - $99,999
$100,000 - $149,999
$150,000 - $199,999
$200,000 - $249,999
$250,000 - $299,999
$300,000 - $349,999
$350,000 - $399,999
$400,000 - $449,999
$450,000 - $499,999
$500,000 and above
FINANCIAL PROFILE INFORMATION
Savings/Checking and Investment (non retirement) accounts
SELECT RANGE
$0
$1 - $99,999
$100,000 - $149,999
$150,000 - $199,999
$200,000 - $249,999
$250,000 - $299,999
$300,000 - $349,999
$350,000 - $399,999
$400,000 - $449,999
$450,000 - $499,999
$500,000 and above
Retirement Accounts - IRAs, 403Bs, 401Ks
SELECT RANGE
$0
$1 - $99,999
$100,000 - $149,999
$150,000 - $199,999
$200,000 - $249,999
$250,000 - $299,999
$300,000 - $349,999
$350,000 - $399,999
$400,000 - $449,999
$450,000 - $499,999
$500,000 - $649,999
$650,000 - $799,999
$800,000 - $949,999
$950,000 and above
Valuables, Collections, real estate equity (except your primary home)
SELECT RANGE
$0
$1 - $99,999
$100,000 - $149,999
$150,000 - $199,999
$200,000 - $249,999
$250,000 - $299,999
$300,000 - $349,999
$350,000 - $399,999
$400,000 - $449,999
$450,000 - $499,999
$500,000 - $649,999
$650,000 - $799,999
$800,000 - $949,999
$950,000 and above
Value of Business
SELECT RANGE
$0
$1 - $99,999
$100,000 - $149,999
$150,000 - $199,999
$200,000 - $249,999
$250,000 - $299,999
$300,000 - $349,999
$350,000 - $399,999
$400,000 - $449,999
$450,000 - $499,999
$500,000 - $649,999
$650,000 - $799,999
$800,000 - $949,999
$950,000 and above