Question 7 of 11
How much do you have in investable assets?
Your best estimate is all we need — this helps us match you with advisors suited to your situation.
What counts as investable assets?
Include
Brokerage accounts
Old 401(k) & 403(b)s
IRA and Roth IRA
Cash and savings
Stocks, bonds, ETFs
Do not include
Current employer's 401(k) or 403(b)
Your primary home
Real estate equity
Vehicles
Business value
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