Legacy Builders Financial Solutions
Thank you for taking a few minutes to review our website and share your feedback. Your input helps us improve how we communicate our services and better serve individuals, families, business owners, and professionals. After completing this feedback form, you will receive a complimentary vacation voucher. No purchase required. Terms and conditions apply.
First Name
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Last Name
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Email Address
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example@example.com
Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Website Visit and Feedback
Have you visited www.legacybuildersfs.com?
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Yes
No
Overall website appearance
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Poor
1
2
3
4
Excellent
5
1 is Poor, 5 is Excellent
What did you like most about the website?
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What was unclear or missing from the website?
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What suggestions do you have for financial advisors to better serve you and your needs?
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Service Understanding
After reviewing the website, do you understand the services Legacy Builders Financial Solutions provides?
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Yes
No
Somewhat
What services stood out to you?
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Life insurance
Retirement income strategies
Pension reviews
Annuities
Medicare
Long-term care
Business owner financial strategies
Family protection
Not sure
Other
How willing would you be to have an initial conversation with Charles Atkinson?
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Not willing
1
2
3
4
Very willing
5
1 is Not willing, 5 is Very willing
Why or why not would you be willing to have an initial conversation?
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Follow-up Contact Preferences
Would you like Charles to contact you to schedule an initial conversation?
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Yes
No
Maybe
Preferred contact method
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Call
Text
Email
No preference
Best time to contact
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Morning
Afternoon
Evening
No preference
As a thank you for completing the survey, please enjoy a complimentary vacation. Please select your preferred voucher. Terms and conditions apply
Preferred Vacation Voucher
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7 Night Resort Stay
4 Night Cruise
I agree to be contacted by Legacy Builders Financial Solutions using the contact information provided. I understand that completing this form does not require a purchase and does not guarantee any financial outcome.
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I agree
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