Right on the Money wants you to have your say.  In return we will  offer you a chance to win four tickets to enjoy John Bull's "Other Island", a comedy by Bernard Shaw.

Date:      Sunday, August 29, 2010
Time:      2:00pm
Location: Shaw Festival, Court House Theatre

Below is a list of the services provided by most financial advisors.  We would like to know what services you feel are the most important to you?

While we recognize that you may value all of these services, we would like you to choose your top three.

A periodic and annual review of your plans and accounts
Information on financial markets
Retirement and Lifestyle Plan
Research and updates on specific investments
Cash flow and income planning
An Investment Policy Statement
A formal written Financial Plan

What other services would you like your advisor to provide?

What is your Greatest Concern affecting your Financial success?

Please select one of the following and we will send you some practical information related to the topic selected.

Taxes
Investment Performance
Income
Estate

Investment Assets           Please Select $200,000 to $500,000 $500,000 to $1,000,000 $1,000,000 plus

Do you want a private consultation?           Please Select Yes No May be

To register for the draw for the Shaw Festival please submit the following information.