Intake form

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Name *

Email address *

What is your current investment experience level?

What types of investments are you interested in?

Please select at least one option.

Stocks

Bonds

Real Estate

Mutual Funds

ETFs

Cryptocurrency

What is your primary investment goal?

What is your preferred investment timeframe?

What is your approximate annual income?

Do you have any specific investment preferences or restrictions?

Additional questions or comments

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