Intake form

Name *

Email address *

What type of investment are you interested in?

Please select at least one option.

Stocks

Bonds

Mutual Funds

Real Estate

Cryptocurrency

Retirement Accounts

What is your investment experience level?

What is your primary investment goal?

Please select at least one option.

Capital Preservation

Income Generation

Growth

Speculation

Tax Efficiency

What is your risk tolerance?

How soon do you plan to start investing?

Do you have any specific financial concerns or questions?

Additional questions or comments

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