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Welcome

Who currently manages your 401K? Take our 2-minute survey to better understand how you can prepare for retirement.

12Questions

1
Who has control of your current 401k?* This field is required.
Current/Most Recent Employer
Previous Employer
Self Directed
A Financial Advisor
I don't have a 401k
2
Do you intend to convert your employer sponsored retirement account to a personal retirement account?* This field is required.
Yes
No
Not Sure
3
What other investment vehicles have you used or are currently using?* This field is required.Select all that apply.
Residential Real Estate
Commercial Real Estate
Stock & Bonds
Annuities
None
I'd Really Like To Better Understand These Options
4
How long do you expect your investments to be invested?* This field is required.
0 to 5 years (short term)
6 to 10 years (mid term)
11 to 20 years (long term)
20 + years (long term)
I Don't Know
5
Do you currently own residential rental properties beside your primary residence?* This field is required.
YESNO
6
If you own investment real estate, have you ever looked into the tax benefits of a 1031 exchange?
Yes
No
I Don't Know
7
Will your investments fully fund your retirement?
Yes
No
Not Sure
8
In making financial and investment decisions, you are:* This field is required.
Conservative – Aggressive
Aggressive
Conservative – Aggressive
Aggressive
9
Based on your current income and net worth, which of the following do you feel you are qualified to invest in?* This field is required.Check all that apply.
Residential Real Estate (single family & duplex)
Multifamily (apartments)
Vacant Land
Commercial Real Estate
Stocks/Equities
Securities
10
Name
First Name
Last Name
11
Email* This field is required.
example@example.com
12
Phone Number* This field is required.
Area Code
Phone Number
Should be Empty:

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