Intake form

Name *

Email address *

What type of investment are you interested in?

Please select at least one option.

Stocks

Bonds

Real Estate

Mutual Funds

Cryptocurrency

What is your investment experience level?

What is your investment goal?

Please select at least one option.

Short-term gains

Long-term growth

Retirement planning

Wealth preservation

Income generation

What is your preferred method of communication?

Please select at least one option.

Email

Phone

Video call

In-person meeting

What is your current investment portfolio size?

What is your risk tolerance?

Are you currently working with any financial advisors?

Additional questions or comments

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