First Name

Last Name

Email *

Phone *

Accredited Investor? *

Yes
No
Unsure
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*An accredited investor is an individual who earns over $200,000 annually (or $300,000 jointly with a spouse), or has a net worth exceeding $1 million, excluding the value of their primary residence.

Investment Goals

Cash Flow

Tax Benefits

Equity Growth

Legacy

Diversification

Timeline to Invest

Now
3 - 6 months
6 -12 months
Later/Unsure
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How Much Capital Are You Looking to Invest?

$25K - $50K
$50K - $100K
$100K - $250K
$250K+
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How Can We Help?

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