Your responses will help us to better understand how we can deliver the service you want most.


Your Name *
Your Name
1. PREFERRED METHOD OF CONTACT *
1. PREFERRED METHOD OF CONTACT
Please answer both (A) and (B) below.
(A) I prefer to be contacted by Phone.
(B) I prefer to be contacted by E-mail.
2. Ideally, how many times per year would you like to have a face-to-face meeting with Dan Gilmore? *
This would be a general account review meeting that you typically have with Dan.
3. Ideally, how many times per year would you like to have a phone review with Dan Gilmore? *
The main objective of this phone call would be to proactively offer you our services for any financial related event. Let's call this a "check-in" type of review.
4. WHAT MATTERS MOST TO ME? *
4. WHAT MATTERS MOST TO ME?
(A) At account review time, I like to address the overall performance of the market.
(B) At account review time, I like to address the overall performance of my investments.
(C) At account review time, I like to focusing on financial planning and retirement goals.
(D) At account review time, I'm concerned about estate planning and beneficiaries.
(E) At account review time, I'm concerned about long-term care.
Feel free to leave us any suggestions on how we can service your specific needs better.