Investing Note Worksheet

Ready to discover your investment options?

Please provide the information below to discuss your Note Investment Options.

If you have any questions or prefer to speak with someone directly, please feel free to contact us at 713-524-8440.

Name
First Last
Email*
Phone
Your Mailing Address
Street Address City State ZIP Code
How Did You Hear About Us?
Investment Objectives*
- Please select all that apply
- Income Now
- Income Tomorrow
- Leave a Legacy
Sources of Funds*
- Please select all that apply
- Cash
- Stocks
- CDs
- Retirement Accounts
- Trusts
Investment Experience*
- Please select all that apply
- Real Estate Ownership
- Rental Property
- REIT
- Mutual Funds
- Certificates of Deposit
- Stocks
Risk Tolerance*
When are you looking to Invest in Notes?
- In the next 6 months
- 6 months or beyond
Additional Comments
Are You Ready to Send This Online Form?*
- Yes
- No
When you are ready to send the information please select “Yes” and then click on the Submit Button below.

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Houston, Texas 77019
(713) 524-8440
citxhouston@outlook.com