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WealthAbundance Wealth Management
1477 Kenwood Dr. Suite 103B
Menasha, WI 54952
(920) 202-3765
info@wealthabundance.com
http://wealthabundance.com

Name*
Email*
Phone Number*
What investing activities are you currently doing?
- I’m a day-trader.
- I’mastock-picker.
- I’m a passive investor.
- I have nostrategy
How would you describe your Investing style?
- Conservative investor
- Moderate investor
- Moderate plus investor
- Aggressive investor
What’s your retirement timeline?
- I’m already retired
- 1-2 years before retirement
- Retiring In the next 3-5 years or more
Do you prefer:
- Golfing
- Boating
- Camping
- Traveling
How much money do you currently have saved for your retirement?*
- Under $100,000
- 100k - 200k
- 200,000k+

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