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Which Investment Strategies are you currently using? (Ex: 401(k), IRA, Brokerage, etc.)
What is your current primary source of income?
Employment
Self-Employment
Investments
Pension
Social Security
Which follow up method of communication would you prefer?
Phone
Email
Text Message
Any of the above
What is your full name?
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What is your current phone number?
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What is your email address?
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Verify your zip code:
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What is your approximate net worth?
$50,000-$100,000
$100,001-$250,000
$250,001-$500,000
$500,001-$1,000,000
$1,000,001 and above
What is your household income?
$10,000-$25,000
$25,001-$50,000
$50,001-$100,000
$100,001 and above
What is your age bracket?
40-49
50-59
60-65
66-70
71-80
81-89
90 and above
What is your preferred appointment method?
Face to Face
Zoom/Virtual Meeting
Phone Appointment
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