Retirement Fit Quiz
Stuart Dickson · HD Money Inc. Is HD Money Inc. the right fit for you?
We work with a limited number of families each year — which means we’re intentional about who we take on. Answer a few quick questions and we’ll let you know if we think we can genuinely help.
★ 4.9 / 55 reviews
Google Rating
BBB A+
Accredited Business
10yrs
Advisor Experience
0
Regulatory Disclosures
Takes about 2 minutes
What clients are saying
★★★★★
“We’ve been with several financial management companies over the past 5 years and haven’t been satisfied UNTIL NOW. HD Money and Stuart are phenomenal. The deep dive Stuart did into our portfolio was very detailed and what we always wanted to see. Their support staff, specifically Kelley, are outstanding and have excellent follow-up.”
K.G.
★★★★★
“Our experience with Stuart and Kelley at HD Money revealed that they are the consummate professionals. They put a lot of work into an assessment of our investment portfolio. Without commitment from us, Stuart also provided invaluable advice that likely saved us from the cliff’s edge. Thank you HD Money Team!”
E.M.
★★★★★
“We have been with HD Money for several years now and we are so happy. Stuart and Kelley are so professional and great to work with and have a great staff supporting them. Most importantly we know we can trust the team to help us make the best decisions for our portfolio. I highly recommend them!”
L.G.
★★★★★
“HD Money has been our go-to for several years. From start to finish they have given us the five-star treatment. We explored other financial investment firms and found them to be the most honest and upfront. I’m happy to say that I feel confident with our investments with them and I also feel like a family member.”
D.M.
★★★★★
“HD Money is a good, caring, family-based company that stands behind their word and looks out for their clients. I appreciate their candor and dedication to excellence.”
C.M.
★★★★★
“Great group — they manage my money like it’s their own. Their staff is excellent.”
R.P.
Testimonial Disclosure: Reviews shown are from current clients of HD Money Inc. posted on Google. No compensation was provided for any testimonial. Individual client experiences are not necessarily representative of other clients’ experiences and are not a guarantee of future results. HD Money Inc. is a registered investment adviser.
Takes about 2 minutes
Question 1 of 6
What’s your biggest retirement concern right now?
A
Paying too much in taxes — there has to be a smarter way
B
Creating reliable income — knowing exactly what’s coming in each month
C
Outliving my money — I’m not sure the plan will hold up
D
Market risk — I can’t afford a big loss right before or after I retire
E
Honestly, all of the above
Question 2 of 6
Where are you in your retirement journey?
A
Already retired — I’m living it right now
B
Less than 2 years away — it’s very close
C
2–5 years out — planning seriously now
D
5–10 years out — getting my ducks in a row
E
More than 10 years away — thinking ahead
Question 3 of 6
About how much have you saved for retirement?
Include IRAs, 401(k)s, brokerage accounts — everything you’ve set aside.
A
$500,000 – $1 million
B
$1 million – $2 million
C
$2 million – $3 million
D
$3 million or more
E
Less than $500,000
Question 4 of 6
Do you currently work with a financial advisor?
A
Yes — but I’m not sure I’m getting everything I should be
B
Yes — but I’m actively looking for something better
C
No — I’ve been managing things myself
D
No — and I’m ready to get serious about this now
Question 5 of 6
What would make the biggest difference in your retirement right now?
A
A clear tax strategy — know what I’ll owe and how to reduce it
B
A reliable income plan — predictable money coming in every month
C
A second opinion — I want someone to look at my whole picture
D
All of the above — I want a complete retirement plan
Question 6 of 6
Are you married or planning with a spouse or partner?
A
Yes — we’re planning together
B
No — I’m planning on my own
C
It’s complicated — I’d rather explain on a call
Almost there
Where should we send your results?
We’ll review your answers and reach out personally if we think we’re a good fit. Either way, you’ll hear from us.
Your information is private and will never be shared or sold.
You look like a great fit.
Based on your answers, we think there’s a real opportunity to improve your retirement picture. We’d love to show you exactly what that could look like for your specific situation.
Stuart Dickson
Investment Adviser · HD Money Inc.
Available this week
What to expect on a call with Stuart
- A clear look at your current tax situation — and what we’d do differently
- A retirement income blueprint built around your specific accounts and timeline
- Honest feedback on your Social Security strategy before you make a permanent decision
- No pressure. No pitch. Just a real conversation about what’s possible.
Someone from the HD Money Inc. team will also follow up by email within 1 business day.
We appreciate your honesty.
Right now, HD Money Inc. may not be the best fit — our work is designed for people within 10 years of retirement with at least $500,000 set aside.
That doesn’t mean we can’t help. We share everything we do with clients — for free — on our YouTube channel every week. When the time is right, we’d love to connect.
We’ll still send you the free resources we mentioned. Watch your inbox.