Traditional Retirement Strategies Such As 401(k)'s, IRA's, Pension Plans, etc
Working Until I Can't Work Any Longer
Do you think your 401(k), IRA, or Pension Plan has you on track to retire comfortably?
Yes! I'm totally on track...
No... I think I might be a little behind schedule
Do you think Social Security will be enough to give you the kind of retirement you are hoping for?
Yes... I don't need much
No... I'd enjoy having a little more than Social Security will provide
Would you like it if you had a way to stop working sooner and still enjoy the retirement income you are hoping for?
Yes... that would really be great
No... I want to work til I can no longer work no matter what
Have You Ever Considered Real Estate As A Vehicle To Assist With Your Retirement?
Of course I have
Not before now
Have You Previously Invested In Real Estate?
Yes I have
No, I have not yet invested in real estate
Which option best describes your current employment?
Gainfully employed with a W2 income
Multiple sources of income including business income
As a self-employed individual, or a business owner, which of the following statements best describes you?
I literally write off everything I can, and so my tax returns show I make very little
I take advantage of write offs, but my tax returns still show a decent income
I give myself a W2, or one is provided for me
My taxable income, as stated on my tax returns is...
Less than $100,000 annually
Between $100,000 and $200,000 annually
Between $200,000 and $300,000 annually
More than $300,000 annually
What range does your credit score fall into?
Higher than 700 FICO Score
Lower than 700 FICO Score
What type of financial assets do you currently have?
Assets that qualify as investible assets include: retirement account balances (401k, IRA etc.), home equity, bank account balances, mutual funds, stocks, cash value life insurance, annuities, etc. Assets that do not qualify: collectibles, vehicle equity, debt, etc.
Less than $85,000 in investible assets
Between $85,000 and $170,000 in investible assets
Between $170,000 and $340,000 in investible assets