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WELCOME!
Sign up here for your FREE executive preview
of the survey results and related reports.
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BONUS QUESTION: Are you getting paid what you're worth?
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PERSONAL FINANCIAL PLANNING QUESTIONS
Over the next 20 years, what's a good "rule of thumb" to use when projecting an annual rate of return (pre-tax) on retirement savings?
(Please check only one.)
| 3% or Less |
| 4% to 5% |
| 6% to 7% |
| 8% to 10% |
| More than 10% |
| Other, please specify |
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When making plans, how long should today's Baby Boomers plan to be in retirement?
(Please check only one.)
| 5 years or less |
| 6 to 10 years |
| 11 to 15 years |
| 16 to 20 years |
| 21 to 25 years |
| 26 years or more |
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Thinking about the Baby Boom generation, in which areas do you think they may be most lacking in their retirement planning?
(Please check all that apply.)
| Under-funded retirement accounts (IRAs, 401Ks, etc.) |
| Unreasonably high expectations for investments' rate of return |
| At this rate, they'll be working longer than they expect |
| They're not properly insured |
| Portfolio not properly invested or balanced |
| Failure to consider all advisable choices |
| Failure to follow through on plans |
| Failure to heed professional advice |
| Other, please specify |
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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.)
| Wealth management |
| Retirement planning |
| Savings and Investments (in general) |
| Specific advice on Stocks/Bonds/CDs/Mutual Funds/REITs/etc. |
| Life settlements |
| 1031 exchanges/Other real estate issues |
| Tax/Estate/Trust planning |
| Mortgages/Home Equity Loans |
| Business succession planning |
| College savings |
| Insurance (personal, not business) |
| Health savings accounts |
| None of the above |
| Other, please specify |
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What's the most challenging aspect of partnering with an outside financial services provider?
(Please check all that apply.)
| They don't really understand the responsibilities of a CPA. |
| They aren't as concerned about what's best for the client. |
| They are too "sales oriented." |
| They could steal the CPA's clients. |
| Their mistake could hurt the CPA's relationship with the client. |
| They don't have the integrity, independence or objectivity of a CPA. |
| They get a big fee while the CPA does all the work. |
| They don't understand CPA commission/compensation issues. |
| They come and go and never last in the business for very long. |
| 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?
| Much More |
| Somewhat More |
| No Change |
| Somewhat Less |
| Much Less |
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With pensions and Social Security likely to be underfunded by the time many people reach retirement age, how would you advise people to protect themselves financially?
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PLEASE TELL US SOMETHING ABOUT YOURSELF...
In what type of business do you work?
| Public accounting |
| Business or Industry |
| Government |
| Not-for-profit |
| Education |
| Vendor/Service-Provider to the Profession |
| Other, Please Specify |
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How many people work in your office or location?
| 1 to 10 |
| 11 to 50 |
| 51 to 100 |
| 101 to 500 |
| More than 500 |
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Which best describes your position?
| Managing Partner/CEO/COO/Sole Prop. |
| Senior Executive/Partner/CFO/Controller |
| Senior Staff/General Management |
| Mid-Level Staff/Internal Audit |
| Junior Staff/Support |
| Other, Please Specify |
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OPTIONAL: Can we quote you? Thanks!
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