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Customer Survey

Thank you for taking a moment to watch this video and share your input.

At Financial Clarity Group, we value your feedback and are committed to providing you with the best possible service.

Please take a few moments to complete a short survey to help us better understand your needs and preferences.

Your input will guide us in improving our offerings and delivering even greater value to you.

Thank you for helping us serve you better!

Name*
First Last
Email*
Phone*
Which best describes your status?*
- Individual
- Business
Business*
Website*
Industry*
Tax Savings & Tax Planning
Tax savings and planning help you keep more of your money by reducing your tax burden through smart strategies like deductions and credits. They ensure compliance with tax laws, avoid penalties, and support long-term goals like retirement or business growth, empowering smarter financial decisions.
How would you rate your satisfaction with your Taxes & Tax Planning?*
- 5
- 4
- 3
- 2
- 1
1 = Very Unsatisfied & 5 = Very Satisfied
Financial Investing & Asset Management
Financial investing and asset management are key to growing wealth and minimizing risk. By strategically allocating your resources, you can maximize returns while protecting your assets from market volatility. Effective management ensures a balanced portfolio, tailored to your goals and risk tolerance, helping you build long-term financial stability and achieve milestones like retirement or major life investments.
How would you rate your satisfaction with your Financial Investing & Asset Management?*
- 5
- 4
- 3
- 2
- 1
1 = Very Unsatisfied & 5 = Very Satisfied
Retirement Planning
Retirement planning is crucial for ensuring financial security and peace of mind in your later years. By saving and investing early, you can build a reliable income stream that supports your desired lifestyle after leaving the workforce. Thoughtful planning helps you account for inflation, healthcare costs, and unforeseen expenses, so you can enjoy retirement without financial stress. Starting now ensures you're prepared to achieve your long-term goals and maintain independence.
How would you rate your satisfaction with your Retirement Planning?*
- 5
- 4
- 3
- 2
- 1
1 = Very Unsatisfied & 5 = Very Satisfied
Insurance Coverage
Having the right amount of insurance coverage is essential for protecting your financial well-being and providing peace of mind. The right coverage safeguards you, your family, and your assets against unexpected events like accidents, illness, or property damage, preventing costly out-of-pocket expenses. By assessing your needs and updating policies regularly, you can ensure comprehensive protection and avoid being underinsured or overpaying for unnecessary coverage.
How would you rate your confidence level with your current Insurance Coverage?*
- 5
- 4
- 3
- 2
- 1
1 = Very Unsatisfied & 5 = Very Satisfied
Business Budgeting & Strategic Planning
Business budgeting and strategic planning are vital for driving growth and ensuring financial stability. A well-crafted budget helps allocate resources effectively, control costs, and maintain cash flow, while strategic planning sets clear goals and outlines the path to achieve them. Together, they provide a framework for making informed decisions, adapting to challenges, and seizing opportunities, ensuring your business remains competitive and sustainable.
How would you rate your satisfaction with your Business Budget for current & future needs?*
- 5
- 4
- 3
- 2
- 1
1 = Very Unsatisfied & 5 = Very Satisfied
Which of the following would you most like to improve?*
- Tax Savings & Tax Planning
- Financial Investing & Asset Management
- Retirement Planning
- Insurance Coverage
- Business Budgeting
- I'm not interested in improving any of these
(check all that apply)
What is your interest level to getting help in improving your results in one of these areas?*
- Very Interested
- Interested
- Depends on the Details
- Not Interested
How do you prefer to learn and develop new skills?*
- Workshops / Events
- Consulting / Coaching
- Group Programs
- DIY Resources / Trainings
- None of these interest me.
(check all that apply)
When are you most likely to attend online events?*
- Mondays
- Tuesdays
- Wednesdays
- Thursdays
- Fridays
- None of these interest me.
(check all that apply)
When are you most likely to attend online events?*
- Mornings (9am - 11am ET)
- Lunch Time (11am - 2pm ET)
- Afternoon (2pm - 4pm ET)
- Evening (4pm - 6pm ET)
- None of these times work for me.
(check all that apply)
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Our newsletter shares insights and resources to empower you on your journey toward achieving financial clarity.
Please share any additional information or feedback you'd like to share with us.

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Locations

Mt. Carmel (Eastgate)
447 Old SR 74
Cincinnati, Ohio 45244

Blue Ash (By appt only)
10260 Alliance Rd #325
Cincinnati, Ohio 45242

Contact

513-752-0386
fcg@financialclaritygroup.com

HOURS
Mon - Fri: 9AM - 5PM

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