1. Which of the following best describes your current plan for retirement? *

Relying on traditional strategies (401(k), IRA, pension, etc.)

Counting on Social Security

Building wealth and income through real estate

Planning to work as long as I can

1a. (Follow-Up) Do you believe the stock market or traditional retirement strategies will provide enough income to maintain your current lifestyle, without needing to go back to work or rely on government or family support?

Yes

1ab. (Follow-Up) Do you believe Social Security alone will provide the kind of retirement lifestyle you’re aiming for?

Yes… I’m comfortable with a simpler lifestyle.

No… I’d like more than what Social Security can offer.

1ac. (Follow-Up) Would you be interested in finding a way to retire sooner while still enjoying the income you’re hoping for?

Yes… that sounds amazing!

No… I’m committed to working as long as I can.

2. Is building tax-free retirement income through real estate already part of your plan? *

Yes, absolutely!

Not yet, but I’m interested.

No, and I don’t think I want to.

3. Which of the following best describes your current employment situation? *

3a. (Follow-Up) As a self-employed individual or business owner, which of these best describes your approach to taxes?

I write off as much as possible, so my tax returns show very little income.

I use write-offs, but my tax returns still show a decent income.

I give myself a W2, or one is provided for me.

4. What is your taxable income as reported on your tax returns?

Less than $99,000 a year

Between $99,000 and $150,000 per year

Between $150,000 and $200,000 per year

More than $200,000 per year

5. Which of the following describes your credit score? *

Above 700

Below 700

6. Which of the following best describes the total value of your financial assets? (This includes things like retirement accounts, home equity, bank balances, stocks, mutual funds, cash value life insurance, etc.) *

Less than $85,000 in combined assets

Between $85,000 and $250,000 in combined assets

More than $250,000 in combined assets

How Did You Find Out About Us? *

What is the primary reason you're interested in real estate investing? *

Do you believe that the Done For You Real Estate Approach of doing 95% of the heavy lifting for you is a good fit for you and goals? *

By submitting this application you understand that this could be a substantial investment in your future and you are prepared to commit the time and resources to get the results that are possible. How would you best describe your commitment level right now? *

First Name *

Last Name *

Email *

Phone *

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