Professional Referrals Questionnaire

10000 Memorial Drive
Suite 650
Houston, TX 77024
713-683-7070
713-683-0702 fax
Toll Free 800-940-0650


Exceptional client service at Woodway depends to a great extent on effective communications with other professionals. We therefore take your practice concerns and comments very seriously. If you have not yet worked with Woodway, please take a few moments to complete the following brief survey. If you have worked with us on previous client engagements and your information requires updating please complete the areas where changes are necessary. This data will help us understand your areas of practice in greater detail and how we may serve you more efficiently in the future.

Please complete the following:

* Fields are required.

* First Name: 

* Last Name: 

*Address: 

*City: 

*State: 

*ZIP Code: 

*Phone: 

* Email: 
  

What is your specialization?

Trusts and Estates
Personal Income Tax Returns
Gift Tax Returns and Estate Tax Returns
Employee Benefits
Life Insurance
Health, Property, Casualty Insurance
Closely Held Business Formations
Divorce Settlements
Other

If you checked Other please specify:

What type of individuals and/or institutions do you have as clients?

Corporate Executives
Retirees
Closely Held Business Owners
Doctors
Other Professionals
Public Corporations
Public Foundations
Private Foundations

Have you ever recommended investment advisors for your clients?

Yes     No

If yes, have you ever recommended Woodway Financial Advisors?

Yes    No

Which of the following would be helpful for your practice and your clients? (Please check all that apply)

Economic and Market updates
Summaries of Federal Income and Estate tax law changes
Prudent Investment Strategies for individuals personal and retirement portfolios
Stock Option Analysis
Qualified and Non-Qualified Employee Benefits Planning
Comprehensive Financial Planning including cash flow, tax, employee benefits, retirement, insurance, estate and investment planning
Other

If you checked Other please specify:

Would you prefer to be contacted by a representative from Woodway to discuss your area of practice in further detail?

Yes     No




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