Intake form

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What type of investment are you interested in?

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Real Estate

Stocks

Bonds

Mutual Funds

Cryptocurrency

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What is your investment experience level?

What is your preferred investment amount?

How did you hear about us?

What is your primary investment goal?

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Capital Preservation

Income Generation

Growth

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What is your risk tolerance level?

Do you have any specific investment preferences or restrictions?

Additional questions or comments

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