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Home
Photos
Before and After
Portfolio
Our Listings
Investment
Invest with us
Our Investment Process
Get to know us
FAQ
Testimonials
About us
Events
Videos
Contact
Investors Intake Profile
Please fill out and submit the form below
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Last Name
D.O.B
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Occupation
Employer
How long have you worked for your current employer?
Annual Income
Renter or Home Owner
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Renter
Home Owner
Emergency Contact
In Case of an emergency, what is the best contact
First Name
Last Name
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How did you hear about us?
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Network Review
Give us more details of your finances
Client Employment income
Client Investment Income
Client Rental Income
Client Pension Income
Client Child Support Income
Client Alimony Income
Client Additional Income
Spouse Employment income
Spouse Investment income
Spouse Rental income
Spouse Pension income
Spouse Child Support income
Spouse Alimony income
Spouse Additional income
Savings, Retirements, and Insurance
Client Checking & Savings
Client 401k Balance
Client CDs
Client Cash Value Life Insurance
Client IRA's/Mutual Funds
Client Line of Equity
Client other savings/retirement/insurance
Spouse Checking & Savings
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Spouse CDs
Spouse Cash Value Life Insurance
Spouse IRA's/Mutual Funds
Spouse Line of Equity
Spouse other savings/retirement/insurance
Liabilities
Client Mortgage/Rent
Client Utilities
Client Furniture and Appliances
Client Child Care
Client Auto Insurance and Car Note
Client Medical, Life and Disability Insurance
Client Groceries
Client Other Expenses
Spouse Mortgage/Rent
Spouse Utilities
Spouse Furniture and Appliances
Spouse Child Care
Spouse Auto Insurance and Car Note
Spouse Medical, Life and Disability Insurance
Spouse Groceries
Spouse Other Expenses
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