2016 Client Survey

Thank your for taking a few minutes to share your thoughts and observations with me.

You can type your responses into each box and when complete, just click submit at the bottom.

Just click once, it will take a moment, and the an acknowledgement screen will appear.

At that point, you are complete, and can proceed on your merry way !

Jerry Bergner, AAMS CMFC

Name
First Last
Email
When you think about the work we do together, what is the one thing you value the most ?*
If there was one thing I could improve upon, or add to the services I provide for you, what would that be?*
How do you feel about the frequency of contact and review schedule? Would you like more frequent contact or less? Please let me know your thoughts.*
Do you like the avaialablity of the online schedule system? Do you find it easy to use, or is it confusing for you? If confusing, any suggestions for improvement?*
Regarding online access: What could be done to make your online access to your data more simple for you to access and work with?*
Any other comments, ideas, or suggestions on things you would like to see me add, change or include?*
Name
This field is for validation purposes and should be left unchanged.

Save and Continue Later

"Securities offered through SCF Securities Inc., Member FINRA/SIPC. Investment advisory services offered through SCF Investment Advisors Inc. 10150 Meanley Drive First Floor San Diego, CA 92131 • Call (800) 955-2517 • Fax Call (559) 456- 6109. Neither SCF Securities Inc. nor SCF Investment Advisors Inc. are affiliated with Integrated Life and Financial Planning". This website is for informational purposes only and should not be considered a solicitation by Integrated Life and Financial Planning to transact business in any jurisdiction in which it not excluded or exempted from the registration as an investment adviser or in which ILAFP has not complied with any registration or filing requirements. As communication via e-mail is subject to time delay, please do not send orders to buy or sell securities or transfer money through this system. Integrated Life and Financial Planning assumes no liability for transactional messages sent through this system. For additional information about Jerry Bergner, you may visit Broker Check.