Contact me Paul Petonak ppetonak@gpcsocal.com310.432.3344 Name * First Name Last Name Email * Statement I am stating that I may be contacted either by: Email Phone (Radio Button) State of Residence Cell Phone (###) ### #### Work Phone (###) ### #### Date of Contact MM DD YYYY Objectives Grow Portfolio Value Generate Income Mitigate Taxes Improve IRA or 401k Value Child’s Educational Funds Preserve Capital Mitigate Capital Gains Total Return Networth Less than $1,000,000 $1,000,000 to $5,000,000 $5,000,000 to $10,000,000 $10,000,000 and more Liquidity Available for private equity: Radio Buttons for Interest Emerging Companies High Return Income Programs Tax Benefits Real Estate Delaware Statutory Trusts Is there anything else you wish to tell us? Thank you!
