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401karat
Modern Investing Made Simple
833-527-2848
Participant
Business Owner
Advisors
Portfolio Styles
401karat Resources
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Once you have completed this 3-Step sign-up form and hit the SUBMIT button, you will be sent to a Thank You page where you can schedule your 15-minute Walkthrough directly on Ed's Calendly.
Name
*
First
Last
Mailing Address
*
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
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New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Your Phone Number
*
Email
*
Date of Birth
*
Month
Day
Year
Which of the following best describes your current employment status?
Full-Time
Part-Time
Retired
Unemployed
How soon do you want to retire?
0-5 Years
5-10 Years
10+ Years
I'm not sure.
How much of your retirement income do you anticipate coming from this account?
Very Little
A Fair Amount
Most / All of It
I'm not sure.
What's your level of experience with investing?
None
Limited
Good
Extensive
What is your top priority for this account?
I want my account to grow but not to fluctuate
I want my account to grow but I don't mind seeing more fluctuation
In good markets I want my account to grow as aggressively as possible but I want to preserve in bad markets
I'm not sure.
Your Annual Income
*
$0-$50,000
$50,000-$100,000
$100,000-$250,000
$250,000+
Your Net Worth
*
$0-$100,000
$100,000-$250,000
$250,000-$500,000
$500,000-$750,000
$750,000-$1 Million
$1 Million+
Years of Investing
How long have you been investing your money into a retirement fund?
< 2 Years
2-5 Years
5-10 Years
10+ Years
Any Additional Investments?
*
Do you have any investments in other places besides your 401k? Such as: IRA's, Mutual Funds, Stocks, 401k, Bank CD's
Yes
No
If Yes, please list any additional investments
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Phone
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Email Address
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Business
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833-527-2848 
833-527-2848