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In order to best serve you please answer the following questions to set up an introductory consultation call with us.


How Many Years are you away from retirement?

Currently Retired1-7 Years8-15 Years16-25 Years26-35+ Years

What is your primary reason for investing?

Long-term GrowthPlanning for RetirementBuying My First HomeProduce IncomeSetup an Emergency FundGeneral Investing

20%

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