2010 Annual Survey

Name & Name of Spouse if applicable:*

E-mail Address: *  
KFS is dedicated to the idea of keeping you informed and content. We always want to “stay in touch.”

A

B

C

D

F
Our organization is totally committed to the idea of excellence – to doing things right the first time and by giving you the best business experience possible.

A

B

C

D

F
When it comes to investing, we play more of a consultative and partnership role with you.

A

B

C

D

F
The Sleep Test: We always want you to be able to sleep at night and have peace of mind about the management of your portfolio. Are you sleeping at night?

A

B

C

D

F
We provide customized ideas and information regarding all areas of Life Planning.

A

B

C

D

F
We make it easy for you to stay in contact with us. We respond to your inquiries promptly.

A

B

C

D

F
Our employees often go above and beyond to serve you well. (Anyone in particular?)

Our employees seem to have a good understanding of our products and services. When they do not, they put you in contact with someone who does.

A

B

C

D

F
We sincerely try to resolve your questions or concerns.

A

B

C

D

F
KFS is unique, both in service and style.

A

B

C

D

F
We know that there is always room for improvement. What can we do to make you say, “Wow!”?

Is there anything we did not put on our report card that you feel is important?

 
* Required



Securities and Advisory Services offered through VSR Financial Services, Inc. a Registered Investment
Adviser and Member FINRA / SIPC. Kennedy Financial Services is independent of VSR.
Kennedy Financial Services is independent of VSR. Jim Kennedy is also an Investment Advisory Representative with VSR Advisor Services, an SEC Registered Investment Adviser.
While VSR Financial Services, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Jim Kennedy is currently registered to sell securities products in
AR, CA, CO, FL, GA, MA, MO, NC, NM, OK, OR, TX and WY. Jim and Aaron are also licensed to offer insurance products in TX, OK and OR. The information included herein
should not be considered a solicitation or an offer to sell products or services in any state besides those in which Jim and Aaron are properly registered/licensed.

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