Our primary goal is to provide the information you need under each investment profile in a variety of ways so you learn the offer in the broadest possible formats. We provide everything from video to HTML documents readable on a mobile device.
We take your privacy seriously as one of our highest concerns. We never sell your information or provide it to 3rd party vendors.
By providing a mobile phone number we can text information if you choose or call you only when your preferred time slots.
We can schedule predetermined phone meetings or Zoom meetings at your convenience to answer questions in a discovery session.
We will inform you of a live webinar event if it is a convenient time for you and learn what questions other investors seek answers on.
The AIprefer platform will allow you to ask questions and get answers about types of offers or learn real industry standards for offers you are considering.
And of course, with your private portal, you can view offer documents easily and in a standard format for easy comparison.