Intake form

Name *

Email address *

What is your primary investment goal?

Please select at least one option.

Wealth accumulation

Retirement planning

Income generation

Tax efficiency

Capital preservation

What is your preferred investment type?

Please select at least one option.

Stocks

Bonds

Real Estate

Mutual Funds

Exchange-Traded Funds (ETFs)

Cryptocurrency

What is your risk tolerance?

What is your investment time horizon?

Are you currently investing?

If yes, please specify your current investment strategies.

Additional questions or comments

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