retirement account survey

 

     Perhaps you don't understand what all of the options are? Or maybe you're confused about certain terms like portfolio, allocation, or rebalancing? 

Whatever it is, I'm here to help.

     Please answer the survey questions as honestly as possible. Your responses will help me tailor this unit, as well as future products and services, exactly to your needs.

     (Remember, there's no such thing as a bad or stupid question. And don't worry, this form is anonymous, so no need to feel embarrassed or judged.)


 
 
Do you have a retirement account? *
If yes, which kind? (Select all that apply) *
Traditional or Roth? *
Do you contribute (deposit) money to it regularly? *
Do you feel in control of your account? Do you think you have a good grasp on how to use it for your benefit? *
Example topics: How do I sign up for an account? How much should I be contributing? How do I pick investments? How do I read my statements? How in the hell does this thing work?
Have you paid for services, products, or books in the past for help? *
Would you be interested in a product that walks you through your account step by step and helps you develop your own plan of attack? (For example: how to pick an account, choose investments, automate deposits, monitor progress, etc)? *
In what form would you like to receive and use that program? (Check all that apply) *