This
QUESTIONNAIRE is comprised of questions that are used to assess the areas in which your current financial planning may need some improvements. The questions can be answered by selecting either Yes, No, or ? (I don’t know).
If you have any questions along the way, please do not hesitate to call or email your questions to your advisor. If you find yourself selecting “?” often, do not be concerned, the average client has between 12 and 20 areas of their financial planning that have not been properly addressed. Some of these areas are easy and relatively painless to fix while others can be rather time consuming. Please take some time to print and complete the questionnaire and share your answers with us via mail, fax or give us a call:
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Bill, Eric and Karl:
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Kevin:
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125 West Boyer Street
Wadsworth, OH 44281
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132 S. Broad Street
Suite 202
Canfield, OH 44406
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FAX: 330.336.1418
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FAX: 330.702.9951
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Once the questionnaire has been received, you will receive either a phone call or email to confirm receipt and to schedule a time to review the initial findings. To be clear, there is not a cost for this initial consultation or for the initial findings report.
Thank you in advance for your time in completing this questionnaire.
