Financial Comfort Survey

Thank you for participating in our survey. Your feedback is important. All information is confidential.

The LPL Financial repesentatives associated with this survey may discuss and/or transact securities business only with residents of the following states: FL, NY, CA, CO, CT, OR. JamesBarr@ReserveWealthManagementcom 1-509211

James Barr is a investment Advisor Representative with and securities are offered through LPL Financial, member FINRA/SIPC.

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What Financial Achievement would give you the Greatest Satisfaction?

What is Your Biggest Financial Regret?

When You Visualize Your Financial Future, What Concerns You Most?

How Might Health Concerns Have An Impact on Your Financial Situation?

What Is The Most Significant Financial Decision You Need To Make Right now?

Which Is or Would Be Your Primary Source of Income in Retirement?

Do You Know How Much Money You Need To Support Your Lifestyle In Retirement?

YesNoUnsure

Do You Know How Much Risk Your Investments Are Taking?

YesNoUnsure

Do You Know If You Have Sufficient Life Insurance For Your Loved-Ones?

YesNoUnsure

Are You Satisfied With Your Financial Advisor

YesNoI Do Not Have A Financial Advisor

MY FINANCIAL COMFORT