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In order to align with SEC requirements for this distinctive investment, we'd like to delve deeper into your investment goals and background. Your insights will help us tailor our approach accordingly.
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During this call, we'll explore your financial goals and conduct a compatibility assessment. Additionally, we want to ensure we address any questions you might have. Your financial goal is our priority.
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Note: This material does not constitute an offer to sell nor is it a solicitation of an offer to buy any securities.
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.