Retirement Survey
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1
. Are you concerned that you not have enough money to retire comfortably?
Are you concerned that you not have enough money to retire comfortably?
Yes
No
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2
. How would you describe your level of investing knowledge?
How would you describe your level of investing knowledge?
Expert- You are a financial professional
High- You confidently manage all of your family's investments
Amateur- You read the financial news but you don't know a lot about specific investment products
None- You don't know anything about investing products.
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3
. How would you describe your level of confidence when choosing funds for your retirement account?
How would you describe your level of confidence when choosing funds for your retirement account?
High- I understand how to evaluate and pick mutual funds
Medium- I don't know everything but the prospectus makes sense to me.
Low- I know very little but try to read the prospectus
None- Don't have a clue.
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4
. If you could receive professional, unbiased advice about how to optimize the performance of your 401(k) or other retirement plan, how useful would this service be to you?
If you could receive professional, unbiased advice about how to optimize the performance of your 401(k) or other retirement plan, how useful would this service be to you?
Extremely useful
Very useful
Moderately useful
Slightly useful
Not at all useful
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5
. How much would you be willing to pay for this service?
How much would you be willing to pay for this service?
I wouldn't pay for a service like this
Less than $30 per 30 minute session
$30-$50 per 30 minute session
$50-$70 per 30 minute session
$70-$90 per 30 minute session
$100 or higher per 30 minute session
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6
. Do you currently have a financial adviser?
Do you currently have a financial adviser?
Yes
No
7
. Which category below includes your age?
Which category below includes your age?
17 or younger
18-20
21-29
30-39
40-49
50-59
60 or older
8
. How much total combined money did all members of your household earn in 2011?
How much total combined money did all members of your household earn in 2011?
Less than $20,000
$20,000 to $34,999
$35,000 to $49,999
$50,000 to $74,999
$75,000 to $99,999
$100,000 to $149,999
$150,000 or More
9
. If you found a low cost financial professional that gained your trust, how else could they be helpful to you or your family's finances?
If you found a low cost financial professional that gained your trust, how else could they be helpful to you or your family's finances?
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