Private scheduling request

Choose two times that work for you.

Tell us how to reach you and select two preferred appointment times. Both choices must fall between 9:00 a.m. and 4:00 p.m. Central, Monday through Friday.

Request an appointment

No appointment is confirmed until an InvestedFlex representative replies with the selected date and time.

1Your contact information

Full name *

Email address *

Enter email again *We compare both entries to catch typing errors.

Phone number *

Enter phone number again *Spaces and parentheses do not affect the match.

2Your two preferred times

First choice

Preferred date *

Preferred time *

Second choice

Preferred date *Please choose a different weekday.

Preferred time *

Central Time • Monday–Friday • 9:00 a.m.–4:00 p.m.

3Liquidity need amount

Liquidity need amount *

I authorize InvestedFlex by Quantum Capital Investments, Inc. to contact me about this scheduling request by phone or email. *

Please do not include account numbers, Social Security numbers, holdings, passwords, or other sensitive financial information. This page requests contact, scheduling, and liquidity range information only. View our Privacy Policy (PDF).

Optional Google Ads advertising storage is separate from scheduling contact authorization. The base tag loads in the top-level page context before a choice, after the appointment URL and referrer are safely canonicalized, with all consent types defaulted to denied. While denied, it may send limited cookieless consent-mode pings using fixed canonical metadata. Accept grants only ad_storage; ad_user_data, ad_personalization, analytics_storage, functionality_storage, personalization_storage, and security_storage remain denied. A base page_view or consent-mode ping is not an appointment conversion. The generic conversion may be sent only after the appointment service confirms an accepted request and only while advertising consent is accepted; request ID and form data are never sent to Google. Accepting or withdrawing reloads this page and clears any unsubmitted appointment details. Privacy settings.