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Asset Genius

This quiz will connect you with carefully selected financial advisors. Your quiz responses will be shared with your matched advisors to help them better understand your financial goals. Matches are based on your location and/or preference for working with remote advisors, as well as the value of your assets. We also take into account each advisor's advertising budget, meaning those with larger budgets may appear more frequently in the results. However, all advisors must meet our strict vetting standards to be considered.

What is your age?

What is your financial priority?

How confident are you in your long term financial plan?

How quickly would you like to improve your long-term financial strategy?

How comfortable are you with investing?

What is your risk tolerance?

Are you married?

Do you currently have children under 18?

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