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Retirement & Investment Survey

Retirement & Investment Survey

Thanks for visiting our survey! We think the Simplicity Retirement & Investment Services is awesomely helpful for a lot of reasons, and we'd like to reach more of our friends with the good news. Your answers below will help us do that!

Name *

Email *

Phone *

How Familiar are you with Simplicity Retirement & Investment Services? *

Not at all, this is the first time I’m hearing about it.

A little, but I don’t know the details.

Somewhat, but I’m not using this service right now.

VERY, and I’m using the service too!

Even if this is the first time you’re hearing about Simplicity Retirement & Investment Services, how did you first find out about it (choose all that apply)? *

The email that asked me to take this survey or finding this page online.

Another email from Simplicity CU about the program or one of their seminars.

Through a social media post from Simplicity CU.

Because of a referral, either from someone on the Simplicity Team or someone I know.

If you haven’t already talked to our Financial Advisor, Jason, can you tell us what’s been stopping you? *

I don’t know enough about the program or had never heard of it.

I have a Financial Advisor I’ve already been working with.

I don’t think I have enough money to need a Financial Advisor.

I don’t see a good reason to work with a Financial Advisor.

Now that you know a little more about Simplicity Retirement & Investment Services, how would you be willing to continue the conversation? (Choose all that apply) *

I’d like to schedule an appointment for a no-cost consultation with Jason.

I’ll keep this service in mind and contact Simplicity CU when I need something.

I’m content with my investing plan and don’t need anything from my Credit Union.

I’m not sure. Please have someone contact me so I can learn more before I make an appointment.

I’d like email updates on things like workshops, investment information, and changes that might affect me in the future.

Yes, please!

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Simplicity Credit Union

Mailing Address
222 E Upham St
Marshfield, WI 54449

Toll Free
844.7MY.COOP
(844.769.2667)

Routing # 275979364
NMLS # 691144

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