Client Survey

Client Survey
Please take a few moments to complete our survey below. Your feedback helps determine the services we provide to our clients. I appreciate your time. Jason Knox, AIF®, CRC®
How often do you read or watch our email email newsletters?

1

2

3

4

5

1 is Never, 5 is Always
How satisfied are you with the email and video newsletters we provide?

Links to our Communications below:

Financial Minute Newsletter Monthly Market Insights

Economic Updates Knox Notes

Happenings Video Of The Month

What additional topics would you like us to address?
Do you prefer written communication or videos?

Written Articles Videos Both
We are planning to offer additional opportunities for financial education. Would you be interested in the following? Please check all that apply

Estate Planning Often Forgotten Estate Planning Elements Identity Theft Charitable Planning Maximize Your Charitable Giving Pension Maximization Understanding My Social Security Options Tax Planning College Funding Financial Education For Children Retirement Income Planning Retirement In Today's Environment Protect Yourself From Identity Theft Does Your Insurance Match Your Current Situation Other
We have a complete financial planning service. Many clients only know us for a few parts of the plan. Would you be interested in learning more about the following? Please check all that apply.

Review Of Your Company Benefits Review Of Your Company Retirement Plans How an Inheritance May Effect You In The Future Review Of Your Life Insurance Long Term Care Insurance Disability Insurance Caring For A Special Need Child Annuity Review Review Of Your Current Investment Portfolio Talking With Your Heirs About Estate Planning Financial Education For Children Financial Education For Grandchildren Other, Please Specify:
How satisfied are you with the service from Knox Financial Services?
What additional services may we offer you?
What do we do well?
What could we improve?
What else would you like us to know?
Thank you for completing our Survey.

If you wish to provide your information, please complete your name below. Thank You!
Name

First Name Last Name
Should be Empty:

	Not Useful	Somewhat Interesting	Informative	Very Informative
Knox Financial Minute
Monthly Market Insights
Economic Updates
Knox Notes
Happenings
Video Of the Month

Client Survey

Thank you for completing our Survey.

If you wish to provide your information, please complete your name below. Thank You!