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

Commodities

What is your investment experience level?

What is your primary financial goal?

Please select at least one option.

Wealth accumulation

Retirement planning

Tax minimization

Income generation

Capital preservation

How much do you plan to invest in the next 12 months?

Are you currently working with any financial advisors?

What factors influence your investment decisions?

Please select at least one option.

Risk tolerance

Market trends

Economic stability

Investment time horizon

Peer recommendations

Additional questions or comments

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