Skip to content
Aspen Gold Financial
Live for Your Extraordinary Golden Years
Home
Live Portfolio
Live Portfolio Strategies
Financial News
Contact Us
About Us
Aspen Gold Financial
Live for Your Extraordinary Golden Years
Navigation Menu
Navigation Menu
Home
Live Portfolio
Live Portfolio Strategies
Financial News
Contact Us
About Us
Live Portfolio Survey
Please enable JavaScript in your browser to complete this form.
1) How many times has your financial advisor communicated (email, phone, or text) within the last twelve months?
*
0 – 2 times
3 - 5 times
6 - 8 times
9 – 12 times
2) How many times has your financial advisor sent a portfolio snapshot (email, phone, or text) within the last twelve months?
*
0 – 1 time
2 times
3 times
4 or more times
3) I have had a financial review with my financial advisor within the last twelve months.
*
No
Yes
4) I believe that my portfolio is performing as expected.
*
I do not know
Not true at all
Somewhat true
Close to being true
5) I believe that my portfolio will help me retire comfortably.
*
I do not know
Not true at all
Somewhat true
Close to being true
Name
*
First
Last
Email
*
Phone
*
Click Here for Results
