SDIRA PAGE

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