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2020-05-21T20:05:53-04:00
Complexity Calculator
Page Title
Please answer all of the following questions to the best of your knowledge.
1. Estimated Assets
Select One
0 – $499,000
$500,000 – $999,999
$1,000,000 – $1,999,999
$2,000,000 – $2,999,999
$3,000,000 – $6,999,999
$7,000,000 – $9,999,999
> $10,000,000
2. Household income
Select One
< $100,000
$100,000 – $200,000
$200,000 – $300,000
$300,000 – $500,000
> $500,000
3. When will you need income from your investments?
Select One
10+ years
5 – 10 years
1 – 5 years
Within a year
4. Income Documents
Select One
W-2 or SSA-1099
W-2 & 1099
Self-Employed 1099
W-2 & K-1 w/ No Employees or Partners
W-2 & K-1 w/ Employees or Partners
5. Standard deduction or itemized deductions for your taxes?
Select One
Standard deduction
Itemized Deductions
6. Number of Investment Accounts
Select One
0 to 2
3 to 4
5 to 7
8 to 11
12 or more
7. Real Estate
Select One
Primary Residence Only
One Rental
Multiple Rentals
Business Property
8. Stock Options
Select One
No
Yes
9. Pension Options
Select One
No
Yes
10. Estate Considerations
Select One
Simple
Moderate
Complex
11. Insurance policies held or under consideration
Select One
Term life insurance
Whole life insurance
Life and disability or long-term care
Life, disability, and long-term care
Life, disability, long-term care & umbrella
12. Do you own any annuities?
Select One
No
1 annuity
More than 1 annuity
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