COMPLETE THE FOLLOWING STEPS

so you never miss an investment opportunity!

Joining our Investor Club is free and ensures you you get the "first look" at future investment opportunities.

Cash Flow and Generational Wealth Await You.

Follow These Simple Steps!

Fill out the application below.

Tell us about yourself and your financial goals to maximize our time when we talk.

Step 1

Sign Up For Our Exclusive Investor Club.

Get access to our latest investment opportunities. Plus we'll send you our free

3-Step Passive Investing Checklist!

Step 2

Let's Chat!

Let's hop on a call to discuss what you hope to achieve. We can decide together if you should move forward.

Step 3

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Attention: If you don't go through these steps, we won't be able to send you investment opportunities. 

 

After you submit the form, you'll be directed to a form where you can complete Step 2- sign up for our investor club and receive our Checklist for free, and Step 3- schedule a time to chat with Jeffrey Donis!

Step 1 of 3


Note: This material does not constitute an offer to sell nor is it a solicitation of an offer to buy any securities.

Please complete the brief form below. 

1) Your Financial Status (select one option & see definitions below):

 > ACCREDITED INVESTOR:  Your individual income has been $200,000 or more in the past two years, and you have a reasonable expectation of reaching the same income level this year. OR Your joint income with your spouse has been $300,000 or more in the past two years, and you have a reasonable expectation of reaching the same income level this year. OR Your individual net worth (or joint net worth with your spouse) exceeds $1,000,000, excluding your primary residence.

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 > SOPHISTICATED INVESTOR:  You have sufficient knowledge and experience in financial and business matters to make you capable of evaluating the merits and risks of the prospective investment.

2) Your Investing Experience (select all that apply)
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4) Please confirm your investment-type interest. (select all that apply)