Dream Book Comment Card
- 1. Ameriprise Financial Services, Inc.
Dwayne Hall, CFP®
2 Constitution Plaza, Charlestown, MA 02129
617-580-4139
Your Comments Please
Name: ________________________________________________________________________________________________
Address: ______________________________________________________________________________________________
Phone: ____________________________________ Best times to call: _________ a.m. _________ p.m.
What did you like about the presentation?
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
How would you suggest we improve the presentation?
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
I would like to:
Meet with an advisor for a complimentary initial consultation
Attend another seminar about ___________________________________________________________________(Topics)
Visit the Ameriprise Financial website to learn more about _________________________________________________
Request additional information about ___________________________________________________________________
I’d like to learn more about how Ameriprise Financial can help me with:
Stock option valuations Planning for my retirement Teaching my kids about money
Charitable giving Net unrealized appreciation Managing tax on appreciated
Capital gains* My small business finances property*
Trusts* Handling my inheritance Investment portfolio risk analysis
Beneficiary review Gifting strategies* Transferring appreciated assets*
Estate planning* Assessing my protection coverage
Helping my kids with college Accessing my retirement income
Other topics: _________________________________________________________________________________________
*Consult with your tax advisor or attorney regarding specific tax issues.
Are you an Ameriprise Financial Services, Inc., client? No Yes
Advisor name: __________________________________________________________________________________________
If there are other people or organizations you think would benefit from this program, please provide their name(s),
address or phone number on the back of this form.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/
or recommendations.
© 2006 Ameriprise Financial, Inc. All rights reserved.
Ameriprise Financial Services, Inc., Member NASD and SIPC. For advisor use only. Not for inspection by, distribution or quotation
to the general public. 4/06
