When you look at your overall tax picture, what best describes how you feel about it? *

I feel like I may be paying significantly more than necessary

I think there may be room to improve, but I have not fully explored it

I feel fairly comfortable, but I would still value a second opinion

I feel very confident that everything possible is already being addressed

How proactive would you say your current tax strategy is?

Mostly reactive — we file returns, but there is not much forward planning

Somewhat proactive — a few ideas come up, but usually late in the year

Fairly proactive — my advisor/CPA brings ideas to me regularly

Very proactive — we have a coordinated strategy throughout the year

If you found out there were legitimate tax-advantaged strategies you had not been shown, how would that land with you?

That would be frustrating — I would want to evaluate them quickly

I would be curious and want to understand what I may have missed

I would be open, but cautious

I would not be concerned because I believe I am already fully covered

What is your primary reason for exploring tax-advantaged private investment strategies?

Reducing current-year taxable income

Creating potential income outside of traditional markets

Diversifying beyond stocks, bonds, and real estate

I am just gathering information and not sure yet

Which best describes your accredited investor status?

I qualify based on income: $200K individual / $300K joint income

I qualify based on net worth: over $1M excluding primary residence

I believe I qualify, but I would like to verify

I do not currently qualify

What range best describes your annual federal tax liability?

$250,000 or more

$100,000–$249,999

$50,000–$99,999

Under $50,000

If a strategy required a minimum investment of approximately $125,000, how comfortable would you be allocating that amount from liquid assets?

Comfortable — I have $500,000+ in available liquid assets

Comfortable — I have $250,000–$499,999 available

Possibly — I have $125,000–$249,999 available

Not comfortable at this time

Private alternative investments can involve illiquidity, operational risk, commodity price risk, and the possibility of loss. How would you describe your comfort level with that?

I understand those risks and have experience with private alternatives

I am open to alternatives if the risks and potential benefits are clearly explained

I am cautious and would need significant education before considering anything

I am not comfortable with speculative or illiquid investments

What would need to be true for you to seriously consider a private tax-advantaged strategy?

It would need to be clearly explained, well-structured, and reviewed with my CPA

I would need to understand the risks, tax treatment, and liquidity terms

I would need to see whether it fits into my overall financial plan

I am not sure I would seriously consider this type of strategy

10. Based on where you are today, how open would you be to a confidential conversation to see if this type of strategy is even appropriate?

Very open — I would like to schedule a call

Open — I would like to learn more before deciding

Somewhat open — I have questions first

Not open at this time

Where can we send your assessment results?

Full Name

Email *

Phone *

By submitting your information, you agree that Fortified Group may share your information with third parties for the purpose of evaluating your inquiry, determining potential eligibility, and contacting you about relevant investment-related information or next steps. Your information will be handled in accordance with our Privacy Policy and may also be subject to third parties' own set of privacy practices. By submitting this form, you agree to our Privacy Policy and Terms and Conditions. SMS consent is optional and is not required to submit this form or schedule a consultation.

I consent to receive non-marketing text messages from Fortified Group related to appointment reminders, scheduling updates, and service communication. Message frequency may vary. Message & data rates may apply. Text HELP to 888-893-FORT (3678) for assistance. Reply STOP to opt out.