Intake form

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What type of investment solutions are you interested in?

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Stocks

Bonds

Real Estate

Mutual Funds

Cryptocurrency

Retirement Accounts

What is your investment experience level?

What is your primary financial goal?

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Wealth accumulation

Retirement planning

Tax optimization

Risk management

Short-term gains

What is your preferred method of communication?

What is your current employment status?

What is your estimated annual income?

What is your investment budget?

How did you hear about us?

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Additional questions or comments

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