What is your investment style...and where should you put more focus?
What is your favorite type of investment
Do you ever diversify outside of stocks, bonds, or reinvestment into your company?
Have you ever investment more than $100k in any single investment?
What is your primary source of income?
My Real Estate Investments
Do you rely on approval from a financial advisor when making investment decisions?
Do your investments passively yield between 7%-10% annually?
Are you an accredited investor? (SEC defines accredited as one who for the past two years makes more than $200K per year ($300K if filing jointly) or has more than $1MM net worth excluding primary residence)
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