Rick Telberg | CPA Trendlines
Personal Financial Planning:
Issues and Opportunities
1
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of the survey results and related reports.
Name:
Email:
2
How CONCERNED are you about the current financial and economic outlook?
Very Concerned
Somewhat Concerned
Not Very Concerned
Not at All Concerend
3
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?
4
Thinking about investors today, in which areas do you think they may be most lacking in their financial 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
5
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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WHY did you give that answer?
7
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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Considering the current state of the financial markets and economy, what's YOUR BEST ADVICE for individuals today?

9
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?
Sole practitioner
2 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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