Investor ProfileIf you would like to work with us please complete this form, it will be a foundation for our investing partnership. Name * First Name Last Name Joint Client Name First Name Last Name Email * Joint Client Email Date of Birth * MM DD YYYY Joint Client Date of Birth MM DD YYYY Phone * (###) ### #### When do you plan on using these funds for living expenses? * Immediately In 2-5 years In 5-10 years Beyond 10 years How comfortable are you with financial risk? * Very uncomfortable I'm comfortable with a moderate level of risk I'm willing to take aggressive risks to potentially receive higher returns What is your primary investing goal? * Long-term savings to work less or retire Generate passive income Preserve my assets Which best describes your investing experience? * New investor Only in my 401k or work retirement account Investing on my own for over five years My portfolio is managed by an advisor I'm a daytrader and have a long-term portfolio Anything else that you would like to share regarding your financial goals? Thank you!