SUMMIT
WEALTH ADVISORS
Personal Vantage Point
First Name
Last Name
Email
Birthday
Phone
Spouse's Name
In terms of financial organization, I feel:
Very Well Organized
Somewhat Unorganized
Unsure
The amount of money I'm saving/ investing each year is:
Enough
Not Enough
Unsure
The amount of liquid cash I have available is probably:
Too Much
Not Enough
The Right Amount
Unsure
Financial instruments offering guarantees should be:
Embraced because guarantees are rare and valuable
Avoided because guarantees are not important
Unsure
If given the option, I would choose to have:
A 401(k) with a match
A pension that replaces a high percentage of my salary in retirement
Unsure
N/A
The most important component in retirement is:
Income/ Cash Flow
Net Worth
Unsure
N/A
Leaving a legacy to family, friends, or organizations when I'm gone is:
Important to me
Not important to me
Unsure
N/A
Paying for all or some of my children's college tuition is something:
I plan on doing
I do not plan on doing
Unsure
N/A
I view my mortgage more as:
A burden
A tool
Unsure
N/A
When I file my taxes each year, I generally plan to:
Get a refund
Owe additional money
Unsure
N/A
During my working years, the bigger financial risk to me is:
Illness/ Injury/ Unemployment
Market volatility
Unsure
N/A
During my retirement years, the bigger financial risk to me is:
Longevity/ Long Term Care
Market Volatility
Unsure
N/A
Having enough income throughout my retirement is:
Something that concerns me
Not a concern to me
Unsure
N/A
If I injured/ killed someone in a car accident and was sued for $1,000,000, my liability insurance would:
Keep my assets safe
Cause me to lose some of my assets
Unsure
N/A
If illness or injury kept me from earning income, my disability insurance would:
Cover my monthly expenses of running my household
Not be enough, and cause me to consume savings
Unsure
N/A
The amount of life insurance I own is probably:
Not enough
Too much
Unsure
N/A
The type of life insurance I own is probably:
Appropriate
Not Appropriate
Unsure
N/A
Being protected in the event I need long term care in the future is:
Something that concerns me
Of no concern to me
Unsure
N/A
Overall, my insurance portfolio is:
Properly designed and well thought out
Randomly pieced together
Unsure
N/A
The main topics on my mind for protection and wealth building are (select all that apply):
Disability Income Insurance
Life Insurance
Long Term Care
Cash Flow/ Debt Management
College Funding
Creating Dependable Income Streams
Investment/ Wealth Management
Comprehensive Financial Planning
Other
My greatest source of financial anxiety is:
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