Let’s Talk

Please complete the following questionnaire so we can best understand
how Dan can help you accomplish your financial goals.

Full Name (required)

Your Email (required)

Your Telephone Number (required)

What would you like to talk to Dan about? (Choose from the drop-down)

Are you an accredited investor? (required)
Net worth $1,000,000 or AGI over $200,000 for the last two years or $300,000 if married.

If you answered "yes" to the above, please explain.

How much do you want to invest? (required)

How long have you been investing?
0-2 years3-5 years6-10 years11-20 yearsMore than 20 years

What types of investments have you made?

What is your risk tolerance?

Where are your investment funds money coming from?
A Self-Directed IRAA HELOCA Savings Account

Do you have any additional questions or comments for Dan?