Intake form

Name *

Email address *

What is your current financial goal?

Please select at least one option.

Saving for retirement

Buying a home

Investing in stocks

Starting a business

Saving for education

What is your preferred investment type?

Please select at least one option.

Stocks

Bonds

Mutual Funds

Real Estate

Cryptocurrency

Commodities

How would you describe your investment experience?

Are you currently using any financial advisory services?

What kind of information are you seeking?

Please select at least one option.

Investment strategies

Government-backed programs

Exclusive opportunities

Market analysis

Financial planning advice

What is your primary concern regarding investments?

Please select at least one option.

Risk management

Market volatility

Lack of knowledge

Time commitment

Regulatory changes

Additional questions or comments

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