Personal Info
First Name
*
Last Name
Email
*
Phone
Estimated Annual Income
*
Source of Funds
Personal Funds
401(k) / IRA
Business Entity (LLC, Trust, etc)
What is your typical investment range?
*
$50,000 - $100,000
$100,000 - $250,000
$250,000+
Preferred Investment Timeline:
*
Sort Term (less than 3 years)
Long Term (3-10 years)
Investment Goals? (check all that apply)
Cash Flow (monthly, or quarterly payments)
Grow Wealth (retirement, 5-10 year plan)
Tax Benefits (reduce taxable income by purchasing assets)
Are you an accredited investor?
Yes
No
Not Sure
How did you hear about us?
YouTube
Instagram
LinkedIn
Referral
Met in Person
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