Full Name
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Email
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Phone
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How soon do you plan to retire?
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Within the next 1-5 years
Within the next 6-10 years
Within the next 11-15 years
More than 15 years from now
What is your current level of retirement savings?
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None or very little
Some savings, but not enough
On track to meet my savings goals
I have exceeded my savings goals
Are you currently contributing to a retirement savings account (e.g., 401(k), IRA)?
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Yes, I contribute regularly
Yes, but not regularly
No, but I plan to start soon
No, I haven't considered it
Have you explored alternative income sources during retirement, such as part-time work or rental properties?
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Yes, I have a plan for additional income
I have considered it, but haven't made any plans yet
No, I haven't considered it
I prefer relying solely on my retirement savings
How familiar are you with the real estate market and its potential returns for retirement investment?
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Very familiar
Somewhat familiar
Not very familiar
Not familiar at all
Have you researched different real estate investment opportunities, such as residential properties, commercial properties, or real estate investment trusts (REITs)?
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Yes, I have explored different options
I have some knowledge but need more information
I haven't researched it yet
I am not interested in real estate investments
Are you financially prepared to handle the initial investment costs associated with real estate investment?
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Yes, I have sufficient funds for initial investment costs
I have some savings but may need additional funds
I am not sure if I can afford it
No, I don't have the financial means for initial investment costs
Select which of the following applies to you?
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$200,000 individual income
$300,000 joint income with a spouse
$1,000,000 joint net worth (not including personal residence)
I'm an Accredited Investor
None of the above
Do You Want Us To Reach Out To You For Discuss Your Retirement Plan?
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Yes
No