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* 1. Your financial advisor asks thoughtful questions to understand your needs and financial goals

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* 2. You are treated as a valued client

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* 3. Your financial advisor is knowledgeable and experienced in the financial services industry

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* 4. Your financial advisor is proactive

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* 5. Your financial advisor is trustworthy

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* 6. Your financial advisor explains complicated investment concepts in an easy-to-understand manner

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* 7. Your results have been in line with your expectations based on your risk profile

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* 8. The investment reports that you receive contain information that you find helpful/useful

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* 9. The fee for the services you receive is of value

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* 10. The frequency of contact from HBKS meets your needs

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* 11. You receive responses to your inquiries in a timely manner

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* 12. Your financial advisor has discussed all aspects of your financial well-being (as appropriate to your situation) including saving for retirement, spending for retirement, estate planning, incapacity planning, and risk and tax efficiencies

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* 13. Are you aware that HBKS partners with CPAs at HBK to offer our clients services beyond financial planning and wealth management?

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* 14. How likely will you be to continue using services of HBKS Wealth Advisors in the next year?

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* 15. How likely will you be to refer friends and family to HBKS Wealth Advisors?

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* 16. Please select the HBKS office that works with you

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* 17. Please provide any additional feedback that can help make your experience with us even better.

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* 18. If you would like your advisor to contact you regarding your responses, please provide your information

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