Investor Questionnaire
Please fill in the form below.
Investor's Name
*
First Name
Last Name
E-mail
*
example@example.com
Cell Phone
*
State of Residency
*
What is your annual income? (If married, include spouse income in total)
*
Amount of Money You're Willing to Invest (We don't take investments under $25k)
*
Please Select
$25k - $99k
$100k - $250k
$250k -$499k
$500k - $1M
$1M+
Where is the money coming from?
*
Please Select
IRA/401 K
Personal Funds (Savings/Checking)
Business Entity
If Business Entity, please enter Name Below
Business Entity Name (Skip if Business Entity was not selected)
What Are Your Investment Goals (Check all that apply)
*
Cashflow (monthly or quarterly payouts)
Grow Wealth (Retirement, 5-10 year plan)
Tax Benefits (Decrease taxable income by purchasing assets)
Preferred Investment Return Timelines (Select Most Preferred)
*
Please Select
Short Term (< 24 months)
Long Term (3-10 yrs)
Comments/Questions You Would Like Addressed
*
How did you hear about us?
*
Personal Reference
Networking Event
Social Media
Email or Text from Us
Other
Enter the message as it's shown
*
Submit Form
Should be Empty: