I am dissatisfied with my rate of return.
Yes
No
In Between
I have concerns of eventually running out of money.
Yes
No
In Between
I would like to know how to guarantee my income.
Yes
No
In Between
My assets may be overexposed to risk for my age.
Yes
No
In Between
I would feel better knowing my assets were safe.
Yes
No
In Between
I should explore ways to reduce my future tax burden.
Yes
No
In Between
A second opinion now could save me misery later.
Yes
No
In Between
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