First Name
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Last Name
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Phone
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Email
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Select which of the following applies to you?
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I'm an Accredited Investor
$200,000 individual income
$300,000 joint income with spouse
$1,000,000 joint net worth (not including personal residence)
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How much are you willing to invest?
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$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000+
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How soon do you want to invest?
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Immediately
4-6 weeks
3-6 Months
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What type of investments have you made in the past?
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Real Estate
Stocks and Equities
Bonds and Fixed Income
Mutual Funds and ETFs
401(k) or IRA Retirement Accounts
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