Survey | XCapital28

Survey

Take Our Survey

Survey Form

What is your email address?

How did you hear about us?

Who referred you to Xcapital28?

Which of these are most important for you to have?

Do you need your financial advisor to be in your immediate area?

Do you currently have a financial advisor?

Do you own a business?

Do you own your home?

Do you currently have children under 18?

Are you married?

How would you characterize your overall health?

What is your risk tolerance?

How comfortable are you with investing?

Do you keep an emergency fund?

Please estimate your current monthly savings.

Please estimate your household income.

Where do you expect the majority of your retirement income to come from?

Where do you live?

Are you planning on relocating for retirement?

Which word most accurately describes your vision of retirement?

What activity are you most looking forward to in retirement?

How quickly would you like to improve your long-term financial strategy?

How confident are you in your long term financial plan?

What is your current age?

What is your current financial priority?

Do you have a 401(k)?

Do you have an IRA?

Are you retired?

Please estimate your total investable assets.

This survey is to identify where you are currently positioned and build a better retirement portfolio and to understand your financial goals. Your assigned consultant will work with you remotely or in person. All subscription members must meet the same vetting criteria as the consultant you are speaking with.

We do offer advice on how to manage your funds. We do not hold custody of assets, we help our subscription members and users connect with relevant financial advisors, accounting professionals, business consultants, insurance agents, banking institutions, and offer a budget for small investment solutions.Xcapital28 is not intended to provide legal advice, tax advice, accounting advice or financial advice (Other than referring subscription users to third party advisers registered or chartered as fiduciaries (“Adviser(s)“) with a regulatory body in the United States).

XCapital28 is not a financial planner, broker or tax adviser. The Service is intended only to assist you in your understanding of financial organization and decision-making and is broad in scope. Your personal financial situation is unique, and any information and investing strategies obtained through Xcapital28.com may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your accountant or other financial advisers who are fully aware of your individual circumstances.

We Only Work With Vetted Professionals.

Our Platform is here in your best interest.

We Partner with both local and nationwide firms.

A Simple And Affordable Process

We provide a budget and a convenient way to mitigate risk. Only here to empower individuals who want to explore the best way to retire.

No Contracts.

Our advice is completely free. Our products and services are subscription and pledge based to use. Don’t worry - you have no obligation and can cancel at any time.

Branch office in Costa Mesa, California

3090 Bristol Street Costa Mesa California 92626

Disclaimer

The materials on this website are not intended to constitute legal advice or as a substitute for obtaining legal advice. Our services are for informational purposes only, and any receipt or transmission of information on this website does not constitute tax, insurance, banking, or legal advice. XCapital28 does not provide any members or individuals tax legal or investment advice and does not represent any individuals before the IRS Treasury or any other government.

XCAPITAL28 is not a United States Securities Dealer nor Broker nor US Investment Advisor nor a Commercial Banking Institution or Insurance Company. Sender at times may be a Conduit to Direct Lender, Realty Broker, Escrow Agent, Legal Advisors, Consultant and other Third-Party Advisor. In some instances XCAPITAL28 is a Private Consulting Firm & Investor. Also a highly experienced Consulting services with support of Third-Party Experts and legal advisors. Recipients should not make any assumptions of Consultants qualification as a result of the content of this website Occasionally, XCAPITAL28 experience in a given area will offer a "Personal Opinion or observation with twenty years of experience", in such cases, the Reader acknowledges that XCAPITAL28 is always advising Recipient and Reader to solely base its decisions with the advice of Professional Third Party Expert Services (i.e. legal, accountancy, insurance, commercial banking or securities firm). This WEBSITE INFORMATION and the attached related documents are never to be considered a solicitation for any purpose in any form or content. Upon receipt of these documents you, FIND ASSOCIATED WITH XCAPITAL28. All members and clients are required to complete NDAC. Our policy and private materials are the sole owner of XCAPITAL28. Privacy Act, 18 USCA 2510. Our portfolios that we prepare are proprietary and may contain non-public, confidential, or legally privileged information intended for the sole use of the designated and/or intended remember/clients(s). The unlawful interception, use, or disclosure of such information is subject to 18 USCA 2511, Uniform Commercial Code (UCC) herein cited and any other applicable laws. Do not copy or disseminate to third parties other than your professional advisors.