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Accredited Investor Qualification


Thank you for your interest in joining our Accredited Investor Community.

To certify that you are an accredited investor in accordance with Federal Securities Laws specifically U.S. Securities and Exchange Rule 501 (a) of Regulation D, please fill out the information below. We must receive this information before we are able to provide you with information about our “ACCREDITED ONLY” workshops and other website information. This information is not available to the general public.

After submitting this form to us, one of our registered representatives will contact you only once for further verification, as required by Rule 501 (a). This contact is essential to the regulatory process and will not be used to engage you in any investments.

Members are then made aware of investment and income and estate planning information. Your contact information is never provided to a third party. For over 30 years, we have counseled high salaried individuals, those who pay excessively high income taxes and those who want investment opportunities.

 

    Contact Information (*Required Information)

     

    First Name*

    Middle Initial

    Last Name*

    Address

    City*

    State

    Zip*

    Phone*

    Cell Phone

    E-mail*

    Best time to contact you and/or comments and other areas of interest?

     

    Please check all boxes applicable to your situation

     

    I am an individual with a net worth (or joint net worth with my spouse) in excess of $1,000,000 excluding my personal residence, but including investments and all other assets.

    I have had an income in excess of $200,000 in each of the two most recent years (or joint income with my spouse in excess of $300,000 in each of these years) and I have a reasonable expectation of reaching the same income level in the coming year.

     

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