Access Our Mortgage Fund Investment Details
Full Name
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Age
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Retirement Time Frame:
Retirement Time Frame
Already Retired
Retiring in 1–3 years
Retiring in 3–5 years
Retiring in 5–10 years
More than 10 years away
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Priority Retirement Activity:
Priority Retirement Activity
Traveling
Spending time with family
Volunteering
Pursuing hobbies or passions
Starting a new business
Relocating or downsizing
Other
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Current Investment Strategies:
Current Investment Strategies
Manage own investments
Work with a financial advisor
Invest through retirement accounts only
Passive investor in funds or syndications
Mix of self-directed and advised investments
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Primary Financial Goal:
Primary Financial Goal
Consistent retirement income
Capital preservation
Growth and appreciation
Diversification of portfolio
Tax-efficient investing
Legacy/estate planning
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Investing Comfort Level:
Investing Comfort Level
Very Conservative
Moderate
Growth-Oriented
Aggressive
Not sure
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Estimated Time Frame for Pulling Money Out of Savings:
Estimated Time Frame for Pulling Money Out of Savings
Within 1 year
1–3 years
3–5 years
5–10 years
More than 10 years
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Current Monthly Savings:
Current Monthly Savings
Less than $1,000
$1,000–$5,000
$5,000–$10,000
$10,000–$20,000
More than $20,000
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Current Household Income:
Current Household Income
Less than $100,000
$100,000–$250,000
$250,000–$500,000
$500,000–$1,000,000
More than $1,000,000
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Current Investable Assets:
Current Investable Assets
Less than $250,000
$250,000–$500,000
$500,000–$1,000,000
$1,000,000–$5,000,000
Over $5,000,000
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