Intake form

Name *

Email address *

What type of investment advice are you seeking?

Please select at least one option.

Retirement Planning

Tax-Advantaged Investments

Real Estate Investments

Stock Market Strategies

Portfolio Diversification

Ethical/Impact Investing

What is your investment experience level?

What is your investment goal?

Please select at least one option.

Wealth Accumulation

Preservation of Capital

Income Generation

Tax Minimization

Risk Management

What is your preferred method of communication?

Please select at least one option.

Email

Phone

In-Person

Video Conference

What is your investment timeframe?

What is your current investment portfolio size?

Do you have any specific concerns or questions regarding your investments?

Additional questions or comments

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