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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C3901 | 23 | Salaried | 118,831 | Divorced | 2 | 399 | 95,005 | 7,127 | 3 | 29,234 | Travel | 1 | 8,457 | 7 | 8 | 4 | 6 | App | Annual | 2025-10-22 | 39 | tax optimization;estate planning;charitable giving;business succession | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C3902 | 65 | Salaried | 111,654 | Married | 1 | 432 | 143,212 | 9,913 | 7 | 641,524 | Estate Planning | 5 | 475,871 | 3 | 9 | 7 | 6 | In-Person | Quarterly | 2025-11-09 | 41 | tax optimization;estate planning;risk management | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3903 | 25 | Student | 7,551 | Single | 0 | 362 | 9,436 | 560 | 1 | 2,445 | Debt Reduction | 2 | 7,340 | 8 | 5 | 4 | 6 | Phone | Quarterly | 2025-09-20 | 38 | debt payoff strategies;budgeting;savings strategies;insurance review;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 4 |
C3904 | 52 | Salaried | 85,020 | Married | 2 | 474 | 68,455 | 5,841 | 4 | 216,520 | Retirement | 13 | 2,183,932 | 5 | 8 | 6 | 6 | Phone | Biannual | 2025-12-24 | 39 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3905 | 27 | Self-Employed | 166,377 | Married | 0 | 442 | 107,966 | 7,815 | 1 | 109,987 | Emergency Fund | 1 | 141,002 | 10 | 8 | 1 | 6 | App | Biannual | 2024-08-22 | 43 | tax optimization;estate planning;retirement income | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 4 |
C3906 | 33 | Salaried | 112,129 | Married | 0 | 432 | 367,132 | 5,196 | 5 | 96,322 | Home Purchase | 5 | 491,826 | 7 | 8 | 5 | 7 | App | Biannual | 2025-11-02 | 44 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3907 | 38 | Salaried | 256,083 | Married | 1 | 493 | 611,507 | 14,864 | 3 | 300,325 | Retirement | 27 | 9,571,641 | 7 | 7 | 4 | 7 | Phone | Quarterly | 2025-04-06 | 49 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 4 |
C3908 | 47 | Salaried | 201,061 | Married | 1 | 493 | 612,078 | 11,939 | 5 | 546,513 | Retirement | 23 | 6,714,065 | 5 | 10 | 6 | 5 | Phone | Biannual | 2025-02-16 | 33 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3909 | 58 | Unemployed | 4,821 | Married | 1 | 390 | 4,193 | 602 | 2 | 2,211 | Retirement | 2 | 47,133 | 5 | 6 | 5 | 7 | App | Annual | 2025-10-21 | 41 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 4 |
C3910 | 57 | Self-Employed | 229,220 | Married | 1 | 499 | 257,731 | 12,150 | 7 | 1,202,636 | Healthcare | 10 | 114,968 | 4 | 10 | 7 | 7 | Phone | Annual | 2025-09-19 | 58 | tax optimization;estate planning;tax-efficient investing;risk management;retirement income | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 4 |
C3911 | 48 | Self-Employed | 67,588 | Married | 0 | 472 | 213,635 | 5,960 | 1 | 191,214 | Home Purchase | 5 | 403,218 | 9 | 8 | 1 | 6 | Phone | Biannual | 2025-07-23 | 43 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 2 |
C3912 | 57 | Salaried | 45,270 | Married | 2 | 452 | 21,521 | 5,344 | 3 | 152,260 | Retirement | 10 | 882,728 | 4 | 7 | 7 | 7 | Phone | Monthly | 2024-09-30 | 42 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3913 | 65 | Salaried | 118,426 | Single | 1 | 424 | 50,822 | 7,912 | 7 | 588,160 | Estate Planning | 7 | 486,902 | 2 | 8 | 9 | 7 | In-Person | Quarterly | 2024-08-30 | 51 | tax optimization;estate planning;credit score | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3914 | 60 | Unemployed | 3,649 | Married | 1 | 388 | 3,673 | 500 | 3 | 2,960 | Healthcare | 3 | 128,061 | 3 | 5 | 7 | 6 | Email | Quarterly | 2025-01-28 | 34 | budgeting;savings strategies;tax-efficient investing;retirement income;insurance review | treasury bonds;money market;CDs | 3 |
C3915 | 43 | Self-Employed | 169,011 | Single | 0 | 457 | 422,947 | 8,313 | 1 | 414,185 | Education | 2 | 147,523 | 9 | 10 | 2 | 5 | App | Quarterly | 2025-02-12 | 46 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3916 | 70 | Retired | 43,030 | Divorced | 0 | 378 | 57,835 | 3,027 | 3 | 262,893 | Estate Planning | 15 | 302,425 | 4 | 10 | 7 | 7 | Email | Annual | 2024-08-08 | 58 | tax optimization;estate planning;tax-efficient investing;tax strategies;business succession | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3917 | 47 | Salaried | 163,049 | Single | 0 | 507 | 429,107 | 8,891 | 3 | 285,967 | Retirement | 21 | 4,200,696 | 6 | 9 | 5 | 5 | Email | Biannual | 2024-12-26 | 32 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3918 | 84 | Retired | 55,133 | Divorced | 1 | 367 | 29,379 | 4,118 | 3 | 608,771 | Emergency Fund | 1 | 37,137 | 6 | 8 | 5 | 5 | In-Person | Biannual | 2025-01-03 | 36 | tax optimization;estate planning;tax strategies | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3919 | 30 | Salaried | 201,657 | Married | 0 | 462 | 317,124 | 12,110 | 4 | 105,705 | Home Purchase | 7 | 984,251 | 6 | 7 | 5 | 8 | Email | Biannual | 2025-09-26 | 44 | mortgage options;down payment;budgeting;savings strategies;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3920 | 44 | Salaried | 151,384 | Married | 1 | 479 | 379,668 | 11,489 | 3 | 260,783 | Retirement | 22 | 4,898,055 | 6 | 10 | 4 | 6 | Email | Quarterly | 2025-03-19 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3921 | 44 | Unemployed | 4,175 | Divorced | 0 | 389 | 10,060 | 500 | 5 | 3,395 | Home Purchase | 3 | 26,372 | 2 | 8 | 10 | 5 | Phone | Quarterly | 2024-08-17 | 35 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | treasury bonds;money market;CDs;high-yield savings | 3 |
C3922 | 39 | Salaried | 229,057 | Divorced | 0 | 468 | 449,194 | 8,756 | 2 | 258,399 | Home Purchase | 2 | 1,185,631 | 8 | 9 | 2 | 8 | In-Person | Monthly | 2025-08-22 | 47 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C3923 | 54 | Salaried | 242,034 | Single | 0 | 520 | 94,417 | 14,128 | 6 | 754,774 | Healthcare | 20 | 214,016 | 4 | 8 | 8 | 4 | Phone | Biannual | 2025-06-05 | 34 | tax optimization;estate planning;tax strategies;retirement income | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3924 | 68 | Retired | 102,385 | Married | 1 | 419 | 91,555 | 5,635 | 8 | 734,007 | Travel | 1 | 19,045 | 4 | 10 | 8 | 8 | In-Person | Monthly | 2025-08-24 | 53 | tax optimization;estate planning;retirement income;medicare;business succession | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 4 |
C3925 | 76 | Retired | 89,024 | Single | 1 | 420 | 65,027 | 4,280 | 6 | 518,849 | Healthcare | 20 | 250,538 | 1 | 9 | 10 | 4 | Phone | Biannual | 2025-06-17 | 30 | tax optimization;estate planning;social security;charitable giving;credit score | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3926 | 49 | Salaried | 185,816 | Married | 2 | 501 | 601,909 | 14,209 | 4 | 522,813 | Home Purchase | 2 | 979,161 | 5 | 8 | 6 | 7 | Email | Quarterly | 2025-05-25 | 42 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3927 | 78 | Retired | 61,199 | Married | 2 | 411 | 72,535 | 6,692 | 4 | 477,116 | Healthcare | 3 | 298,313 | 2 | 6 | 10 | 8 | Email | Quarterly | 2024-10-08 | 40 | budgeting;savings strategies;social security;medicare | treasury bonds;money market;CDs | 3 |
C3928 | 18 | Student | 14,790 | Widowed | 0 | 350 | 14,158 | 1,162 | 1 | 1,773 | Travel | 1 | 8,936 | 8 | 4 | 3 | 7 | Email | Ad-hoc | 2025-11-11 | 44 | budgeting;savings strategies;medicare;charitable giving;retirement income | growth stocks;sector ETFs;crypto assets | 4 |
C3929 | 55 | Unemployed | 314 | Single | 0 | 350 | 394 | 500 | 2 | 3,994 | Wealth Accumulation | 7 | 236 | 4 | 6 | 7 | 7 | Email | Biannual | 2024-11-06 | 40 | investment strategies;budgeting;savings strategies;insurance review;credit score | index funds;blue-chip stocks;corporate bonds | 3 |
C3930 | 62 | Self-Employed | 100,986 | Married | 2 | 432 | 124,171 | 9,069 | 3 | 405,566 | Retirement | 7 | 2,003,019 | 7 | 8 | 4 | 7 | In-Person | Quarterly | 2024-12-23 | 46 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 4 |
C3931 | 25 | Salaried | 197,906 | Single | 2 | 456 | 235,828 | 12,231 | 2 | 77,321 | Retirement | 44 | 10,357,829 | 9 | 8 | 2 | 7 | App | Monthly | 2025-10-26 | 43 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3932 | 19 | Student | 3,851 | Divorced | 1 | 351 | 5,075 | 500 | 1 | 153 | Education | 4 | 122,156 | 7 | 3 | 3 | 5 | App | Annual | 2025-11-24 | 24 | education savings;529 plans;budgeting;savings strategies;investment allocation | growth stocks;sector ETFs;crypto assets;529 plan | 4 |
C3933 | 40 | Salaried | 194,212 | Single | 0 | 492 | 332,384 | 11,416 | 5 | 354,891 | Wealth Accumulation | 5 | 217,882 | 5 | 9 | 6 | 6 | App | Monthly | 2025-02-23 | 42 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3934 | 72 | Retired | 42,303 | Single | 0 | 418 | 12,991 | 2,698 | 4 | 308,418 | Healthcare | 7 | 194,282 | 2 | 8 | 9 | 7 | In-Person | Quarterly | 2024-12-06 | 46 | tax optimization;estate planning;emergency fund;risk management | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3935 | 62 | Retired | 132,845 | Married | 0 | 463 | 115,930 | 10,067 | 9 | 753,018 | Retirement | 4 | 1,989,394 | 2 | 9 | 9 | 4 | In-Person | Biannual | 2025-08-14 | 34 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 3 |
C3936 | 37 | Self-Employed | 153,112 | Single | 0 | 456 | 237,528 | 6,052 | 3 | 220,239 | Business Investment | 5 | 397,346 | 6 | 7 | 5 | 5 | Email | Biannual | 2024-08-06 | 34 | budgeting;savings strategies;long-term care;insurance review;charitable giving | index funds;blue-chip stocks;corporate bonds | 3 |
C3937 | 57 | Salaried | 67,602 | Married | 1 | 461 | 35,811 | 6,334 | 4 | 191,606 | Retirement | 8 | 1,451,932 | 3 | 8 | 8 | 5 | Phone | Annual | 2024-12-19 | 29 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 2 |
C3938 | 40 | Salaried | 207,164 | Single | 0 | 489 | 400,170 | 10,567 | 4 | 310,049 | Retirement | 24 | 7,682,446 | 7 | 9 | 4 | 4 | Phone | Annual | 2025-02-21 | 32 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3939 | 30 | Self-Employed | 51,291 | Married | 1 | 414 | 88,286 | 4,661 | 2 | 37,497 | Debt Reduction | 3 | 89,505 | 8 | 7 | 3 | 8 | App | Monthly | 2024-12-08 | 40 | debt payoff strategies;budgeting;savings strategies;business succession | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C3940 | 55 | Self-Employed | 232,795 | Divorced | 1 | 477 | 195,217 | 13,398 | 4 | 603,437 | Healthcare | 10 | 133,559 | 4 | 7 | 7 | 8 | Email | Monthly | 2025-09-19 | 55 | budgeting;savings strategies;investment allocation | index funds;blue-chip stocks;corporate bonds | 3 |
C3941 | 78 | Retired | 49,148 | Married | 0 | 404 | 47,242 | 4,832 | 5 | 293,168 | Estate Planning | 7 | 754,175 | 1 | 8 | 10 | 3 | Phone | Quarterly | 2025-01-03 | 25 | tax optimization;estate planning;investment allocation;emergency fund;social security | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3942 | 56 | Unemployed | 4,352 | Married | 1 | 343 | 4,393 | 529 | 4 | 640 | Retirement | 7 | 74,088 | 2 | 7 | 10 | 7 | In-Person | Quarterly | 2025-04-07 | 38 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C3943 | 71 | Retired | 87,565 | Single | 0 | 429 | 57,335 | 4,826 | 3 | 488,370 | Healthcare | 3 | 66,430 | 6 | 9 | 6 | 4 | Phone | Annual | 2025-05-21 | 37 | tax optimization;estate planning;investment allocation;retirement income | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3944 | 34 | Salaried | 128,164 | Married | 2 | 428 | 214,344 | 8,648 | 4 | 98,348 | Home Purchase | 2 | 729,464 | 4 | 6 | 6 | 8 | Email | Quarterly | 2024-10-19 | 42 | mortgage options;down payment;budgeting;savings strategies;risk management | index funds;blue-chip stocks;corporate bonds;high-yield savings | 4 |
C3945 | 72 | Retired | 41,997 | Married | 0 | 416 | 53,148 | 3,723 | 6 | 292,433 | Retirement | 1 | 478,471 | 3 | 10 | 9 | 3 | Chat | Biannual | 2025-07-22 | 27 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 3 |
C3946 | 80 | Retired | 75,754 | Single | 0 | 368 | 35,360 | 4,359 | 3 | 701,203 | Estate Planning | 10 | 385,615 | 6 | 8 | 5 | 4 | Email | Annual | 2025-07-19 | 32 | tax optimization;estate planning;business succession;college funding | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3947 | 40 | Self-Employed | 149,867 | Married | 1 | 473 | 403,101 | 10,540 | 6 | 318,641 | Business Investment | 5 | 129,351 | 6 | 9 | 6 | 4 | Email | Annual | 2024-12-05 | 30 | tax optimization;estate planning;credit score | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3948 | 33 | Salaried | 102,323 | Married | 1 | 472 | 152,828 | 5,551 | 4 | 73,532 | Emergency Fund | 3 | 101,911 | 6 | 8 | 5 | 6 | App | Quarterly | 2024-12-31 | 37 | tax optimization;estate planning;investment allocation;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3949 | 57 | Self-Employed | 254,333 | Single | 0 | 489 | 196,785 | 10,147 | 5 | 813,545 | Retirement | 6 | 3,341,860 | 4 | 9 | 6 | 5 | Chat | Quarterly | 2025-06-28 | 40 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3950 | 19 | Student | 7,023 | Married | 0 | 371 | 11,461 | 719 | 3 | 800 | Travel | 1 | 27,182 | 5 | 5 | 7 | 6 | App | Annual | 2025-07-30 | 35 | budgeting;savings strategies;retirement income;long-term care | index funds;blue-chip stocks;corporate bonds | 4 |
C3951 | 42 | Salaried | 117,293 | Married | 2 | 469 | 220,705 | 10,150 | 6 | 209,634 | Home Purchase | 7 | 742,963 | 5 | 8 | 7 | 8 | Chat | Monthly | 2025-05-22 | 41 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 4 |
C3952 | 57 | Salaried | 179,511 | Married | 2 | 472 | 195,412 | 15,623 | 2 | 648,678 | Healthcare | 15 | 72,961 | 8 | 9 | 3 | 3 | Phone | Biannual | 2025-01-15 | 30 | tax optimization;estate planning;business succession;college funding;social security | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C3953 | 53 | Salaried | 213,078 | Single | 0 | 476 | 242,903 | 14,993 | 4 | 525,980 | Wealth Accumulation | 7 | 228,659 | 6 | 9 | 5 | 7 | In-Person | Monthly | 2024-09-13 | 54 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3954 | 60 | Salaried | 228,374 | Married | 2 | 461 | 179,895 | 16,264 | 4 | 675,910 | Retirement | 7 | 3,197,544 | 7 | 7 | 5 | 6 | Phone | Biannual | 2025-02-20 | 35 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 3 |
C3955 | 63 | Salaried | 206,010 | Married | 1 | 469 | 262,826 | 16,691 | 3 | 1,045,989 | Estate Planning | 7 | 228,992 | 7 | 9 | 5 | 4 | Chat | Annual | 2025-02-13 | 30 | tax optimization;estate planning;risk management;college funding;investment allocation | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3956 | 38 | Self-Employed | 90,155 | Married | 2 | 413 | 198,913 | 9,699 | 3 | 130,257 | Education | 2 | 112,331 | 6 | 8 | 6 | 4 | Email | Biannual | 2024-09-03 | 32 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 2 |
C3957 | 34 | Salaried | 230,343 | Married | 1 | 468 | 688,877 | 17,452 | 3 | 242,523 | Home Purchase | 2 | 1,559,239 | 7 | 8 | 4 | 7 | In-Person | Biannual | 2024-09-22 | 44 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3958 | 40 | Unemployed | 3,369 | Widowed | 1 | 354 | 8,270 | 500 | 3 | 3,143 | Business Investment | 10 | 270,469 | 5 | 7 | 6 | 7 | In-Person | Annual | 2025-02-22 | 49 | budgeting;savings strategies;charitable giving | index funds;blue-chip stocks;corporate bonds | 3 |
C3959 | 58 | Self-Employed | 278,889 | Single | 2 | 459 | 84,861 | 16,909 | 7 | 1,481,519 | Estate Planning | 7 | 660,360 | 5 | 9 | 7 | 8 | Phone | Monthly | 2024-12-18 | 63 | tax optimization;estate planning;social security;investment allocation;charitable giving | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3960 | 74 | Retired | 73,384 | Married | 1 | 435 | 67,713 | 3,531 | 3 | 376,526 | Healthcare | 15 | 241,722 | 5 | 5 | 5 | 8 | Email | Quarterly | 2024-08-07 | 50 | budgeting;savings strategies;insurance review;tax strategies;social security | index funds;blue-chip stocks;corporate bonds | 4 |
C3961 | 60 | Salaried | 183,838 | Married | 1 | 445 | 112,061 | 11,634 | 7 | 872,507 | Retirement | 7 | 2,539,345 | 3 | 8 | 8 | 6 | In-Person | Monthly | 2025-02-02 | 34 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 2 |
C3962 | 23 | Unemployed | 163 | Widowed | 0 | 306 | 316 | 500 | 2 | 583 | Education | 1 | 145,949 | 6 | 4 | 5 | 6 | In-Person | Quarterly | 2025-05-08 | 38 | education savings;529 plans;budgeting;savings strategies;retirement income | index funds;blue-chip stocks;corporate bonds;529 plan | 4 |
C3963 | 54 | Self-Employed | 50,348 | Married | 0 | 466 | 56,783 | 4,368 | 1 | 138,452 | Retirement | 14 | 988,260 | 8 | 6 | 3 | 4 | Phone | Biannual | 2025-07-17 | 28 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 2 |
C3964 | 78 | Retired | 57,621 | Divorced | 1 | 425 | 25,471 | 4,142 | 4 | 476,659 | Estate Planning | 7 | 1,935,037 | 2 | 8 | 10 | 6 | Chat | Biannual | 2024-09-07 | 48 | tax optimization;estate planning;investment allocation;emergency fund | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3965 | 29 | Salaried | 191,392 | Married | 1 | 462 | 317,984 | 17,213 | 2 | 86,140 | Home Purchase | 5 | 1,177,376 | 9 | 9 | 2 | 5 | App | Biannual | 2025-11-03 | 37 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 2 |
C3966 | 31 | Salaried | 103,648 | Married | 2 | 425 | 324,370 | 6,769 | 4 | 60,861 | Retirement | 38 | 4,002,957 | 6 | 7 | 5 | 5 | In-Person | Monthly | 2025-10-17 | 40 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 3 |
C3967 | 46 | Self-Employed | 38,007 | Single | 0 | 462 | 135,111 | 2,459 | 3 | 69,790 | Retirement | 24 | 1,137,891 | 5 | 8 | 5 | 4 | Phone | Annual | 2024-08-16 | 27 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3968 | 38 | Salaried | 121,889 | Married | 1 | 461 | 287,860 | 6,611 | 3 | 130,663 | Education | 1 | 173,586 | 6 | 10 | 4 | 4 | App | Quarterly | 2024-08-10 | 34 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 2 |
C3969 | 64 | Unemployed | 4,499 | Married | 2 | 350 | 7,136 | 622 | 3 | 4,936 | Wealth Accumulation | 7 | 5,172 | 2 | 5 | 8 | 4 | Phone | Quarterly | 2024-10-09 | 25 | investment strategies;budgeting;savings strategies;risk management;estate planning | treasury bonds;money market;CDs | 3 |
C3970 | 30 | Self-Employed | 61,016 | Divorced | 1 | 403 | 151,854 | 4,653 | 1 | 35,510 | Wealth Accumulation | 7 | 34,840 | 8 | 7 | 2 | 7 | Email | Biannual | 2024-12-09 | 50 | investment strategies;budgeting;savings strategies;tax-efficient investing;emergency fund | growth stocks;sector ETFs;crypto assets | 4 |
C3971 | 32 | Unemployed | 1,724 | Married | 1 | 361 | 7,495 | 500 | 4 | 2,363 | Home Purchase | 5 | 10,967 | 4 | 4 | 8 | 5 | App | Biannual | 2024-10-02 | 25 | mortgage options;down payment;budgeting;savings strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3972 | 43 | Self-Employed | 248,435 | Widowed | 0 | 467 | 285,023 | 8,918 | 3 | 570,512 | Education | 3 | 161,349 | 7 | 9 | 4 | 6 | App | Quarterly | 2024-09-22 | 38 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 2 |
C3973 | 57 | Unemployed | 4,143 | Married | 1 | 362 | 5,522 | 500 | 2 | 2,620 | Retirement | 5 | 72,290 | 3 | 7 | 7 | 3 | Phone | Annual | 2024-10-07 | 22 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 2 |
C3974 | 45 | Salaried | 125,367 | Divorced | 0 | 480 | 370,484 | 5,080 | 4 | 281,046 | Retirement | 20 | 3,306,724 | 5 | 9 | 6 | 8 | App | Monthly | 2025-11-11 | 61 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 4 |
C3975 | 69 | Retired | 20,318 | Single | 0 | 382 | 9,436 | 1,733 | 4 | 87,533 | Retirement | 1 | 239,435 | 1 | 5 | 10 | 8 | In-Person | Biannual | 2025-09-07 | 37 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C3976 | 60 | Salaried | 236,001 | Divorced | 0 | 481 | 334,049 | 8,850 | 3 | 1,079,687 | Retirement | 1 | 3,034,707 | 6 | 8 | 4 | 4 | Email | Biannual | 2024-07-08 | 27 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3977 | 85 | Retired | 20,512 | Divorced | 0 | 370 | 22,755 | 1,492 | 3 | 140,477 | Estate Planning | 10 | 1,072,275 | 5 | 8 | 6 | 7 | Email | Annual | 2025-11-08 | 41 | tax optimization;estate planning;emergency fund;credit score | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 4 |
C3978 | 85 | Retired | 26,835 | Single | 0 | 366 | 23,214 | 2,201 | 3 | 178,652 | Emergency Fund | 1 | 14,934 | 5 | 9 | 6 | 5 | Phone | Quarterly | 2024-11-01 | 38 | tax optimization;estate planning;investment allocation | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3979 | 60 | Unemployed | 4,640 | Married | 1 | 349 | 6,519 | 521 | 3 | 4,175 | Estate Planning | 3 | 1,432,989 | 3 | 7 | 7 | 5 | App | Quarterly | 2025-02-15 | 34 | budgeting;savings strategies;retirement income | treasury bonds;money market;CDs | 3 |
C3980 | 29 | Self-Employed | 47,512 | Married | 0 | 425 | 41,726 | 4,554 | 1 | 22,627 | Home Purchase | 3 | 311,271 | 10 | 6 | 1 | 7 | Phone | Biannual | 2024-12-25 | 41 | mortgage options;down payment;budgeting;savings strategies;retirement income | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3981 | 25 | Unemployed | 2,391 | Married | 2 | 328 | 2,880 | 500 | 3 | 3,105 | Home Purchase | 5 | 16,550 | 5 | 6 | 6 | 8 | App | Quarterly | 2025-05-08 | 53 | mortgage options;down payment;budgeting;savings strategies;long-term care | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3982 | 23 | Student | 12,944 | Single | 0 | 387 | 16,270 | 1,066 | 1 | 4,071 | Education | 5 | 109,949 | 7 | 4 | 4 | 5 | App | Quarterly | 2025-04-12 | 24 | education savings;529 plans;budgeting;savings strategies;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 4 |
C3983 | 39 | Self-Employed | 65,120 | Widowed | 0 | 412 | 254,725 | 5,183 | 2 | 78,668 | Retirement | 21 | 1,884,398 | 8 | 8 | 3 | 7 | App | Annual | 2025-11-11 | 53 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;Roth IRA | 3 |
C3984 | 42 | Salaried | 202,979 | Married | 1 | 502 | 686,659 | 15,840 | 2 | 261,651 | Home Purchase | 3 | 1,199,176 | 8 | 9 | 2 | 8 | Email | Monthly | 2025-12-11 | 53 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3985 | 46 | Salaried | 215,447 | Divorced | 0 | 497 | 262,614 | 12,387 | 5 | 546,645 | Retirement | 19 | 5,437,712 | 6 | 8 | 5 | 7 | Email | Annual | 2025-10-09 | 40 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3986 | 51 | Salaried | 151,237 | Divorced | 0 | 495 | 205,511 | 7,071 | 3 | 402,476 | Estate Planning | 3 | 1,764,904 | 7 | 10 | 4 | 6 | Email | Annual | 2025-04-23 | 37 | tax optimization;estate planning;credit score | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C3987 | 62 | Self-Employed | 208,366 | Married | 2 | 488 | 104,249 | 18,037 | 6 | 1,320,447 | Wealth Accumulation | 15 | 276,396 | 4 | 10 | 7 | 3 | In-Person | Annual | 2025-12-08 | 32 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3988 | 78 | Retired | 45,641 | Married | 2 | 367 | 15,780 | 5,301 | 4 | 302,858 | Estate Planning | 20 | 229,921 | 3 | 6 | 9 | 4 | In-Person | Biannual | 2025-06-20 | 25 | budgeting;savings strategies;risk management;retirement income;emergency fund | treasury bonds;money market;CDs | 3 |
C3989 | 30 | Salaried | 236,757 | Single | 1 | 461 | 814,170 | 15,785 | 3 | 86,257 | Retirement | 33 | 11,476,461 | 6 | 8 | 5 | 6 | App | Quarterly | 2025-06-10 | 45 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3990 | 60 | Salaried | 121,731 | Married | 0 | 449 | 134,904 | 7,309 | 6 | 381,548 | Retirement | 9 | 2,547,217 | 4 | 7 | 8 | 4 | Email | Ad-hoc | 2024-10-30 | 30 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 3 |
C3991 | 44 | Salaried | 186,017 | Married | 2 | 473 | 588,783 | 16,627 | 4 | 359,173 | Retirement | 19 | 5,387,327 | 6 | 9 | 5 | 5 | Chat | Quarterly | 2025-12-15 | 43 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3992 | 32 | Salaried | 117,887 | Single | 0 | 420 | 334,662 | 5,976 | 6 | 102,576 | Home Purchase | 7 | 641,811 | 6 | 8 | 6 | 6 | Email | Monthly | 2025-10-21 | 48 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3993 | 64 | Salaried | 52,496 | Divorced | 0 | 444 | 27,949 | 3,817 | 6 | 221,070 | Healthcare | 10 | 173,755 | 3 | 6 | 9 | 7 | In-Person | Quarterly | 2025-02-08 | 45 | budgeting;savings strategies;retirement income;investment allocation;insurance review | treasury bonds;money market;CDs | 4 |
C3994 | 40 | Salaried | 117,857 | Married | 1 | 470 | 191,417 | 9,961 | 2 | 174,627 | Home Purchase | 3 | 736,487 | 7 | 8 | 3 | 7 | App | Biannual | 2025-02-12 | 47 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C3995 | 42 | Self-Employed | 156,559 | Single | 0 | 454 | 590,065 | 7,527 | 2 | 339,797 | Retirement | 25 | 6,008,728 | 9 | 7 | 2 | 8 | Email | Biannual | 2024-12-05 | 41 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 4 |
C3996 | 22 | Self-Employed | 143,045 | Divorced | 0 | 411 | 125,261 | 6,992 | 2 | 38,881 | Travel | 1 | 9,665 | 8 | 7 | 3 | 7 | App | Monthly | 2025-07-23 | 46 | budgeting;savings strategies;tax strategies;emergency fund | growth stocks;sector ETFs;crypto assets | 3 |
C3997 | 81 | Retired | 57,377 | Single | 2 | 372 | 48,888 | 4,708 | 4 | 530,616 | Healthcare | 10 | 204,080 | 1 | 9 | 10 | 4 | In-Person | Annual | 2024-12-08 | 30 | tax optimization;estate planning;risk management;retirement income | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3998 | 45 | Salaried | 174,535 | Married | 0 | 494 | 308,961 | 9,608 | 3 | 299,118 | Wealth Accumulation | 5 | 122,058 | 7 | 10 | 5 | 6 | App | Monthly | 2025-01-07 | 47 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3999 | 35 | Salaried | 214,502 | Married | 1 | 440 | 319,396 | 10,613 | 2 | 229,441 | Retirement | 30 | 8,525,093 | 8 | 10 | 3 | 6 | Email | Quarterly | 2025-08-18 | 41 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C4000 | 77 | Retired | 24,411 | Married | 2 | 376 | 30,002 | 2,911 | 4 | 144,603 | Retirement | 1 | 237,600 | 3 | 6 | 8 | 5 | Phone | Monthly | 2025-09-06 | 34 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
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