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WELCOME!
Sign up here for your FREE executive preview
of the survey results and related reports.
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How CONCERNED are you about the current financial and economic outlook?
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Very Concerned
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Somewhat Concerned
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Not Very Concerned
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Not at All Concerend
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SOUND-OFF :: DEAR MR. PRESIDENT...
What's your best advice for how the next President should try to fix the financial system and the economy?
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Thinking about investors today, in which areas do you think they may be most lacking in their financial planning?
(Please check all that apply.)
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Under-funded retirement accounts (IRAs, 401Ks, etc.)
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Unreasonably high expectations for investments' rate of return
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At this rate, they'll be working longer than they expect
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They're not properly insured
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Portfolio not properly invested or balanced
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Failure to consider all advisable choices
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Failure to follow through on plans
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Failure to heed professional advice
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Other, please specify
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Over the next 3 to 5 years, do you think CPAs will become more or less involved in personal financial planning services?
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Much More
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Somewhat More
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No Change
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Somewhat Less
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Much Less
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WHY did you give that answer?
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During the next 12 months, which of these services will you, or your firm or company, be providing?
(Please check all that apply.)
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Wealth management
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Retirement planning
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Savings and Investments (in general)
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Specific advice on Stocks/Bonds/CDs/Mutual Funds/REITs/etc.
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Life settlements
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1031 exchanges/Other real estate issues
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Tax/Estate/Trust planning
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Mortgages/Home Equity Loans
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Business succession planning
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College savings
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Insurance (personal, not business)
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Health savings accounts
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None of the above
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Other, please specify
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PLEASE TELL US SOMETHING ABOUT YOURSELF...
In what type of business do you work?
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Public accounting
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Business or Industry
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Government
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Not-for-profit
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Education
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Vendor/Service-Provider to the Profession
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Other, Please Specify
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How many people work in your office or location?
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Sole practitioner
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2 to 10
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11 to 50
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51 to 100
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101 to 500
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More than 500
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Which best describes your position?
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Managing Partner/CEO/COO/Sole Prop.
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Senior Executive/Partner/CFO/Controller
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Senior Staff/General Management
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Mid-Level Staff/Internal Audit
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Junior Staff/Support
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Other, Please Specify
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OPTIONAL: Can we quote you? Thanks!
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