Wealth GPA

  • Wealth GPA

  • Area's of Importance

    There are five key areas. Please rank each area in order of its importance from 1 (Least Important) to 5 (Most Important). If there is an area that does not apply to you, simply leave blank. 
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  • Retirement

  • Are you currently investing for your future?
  • Does your investment portfolio align with your risk tolerance?
  • Do you have a financial plan?
  • Do you have a financial plan that you understand?
  • Do you have a financial plan that you're happy with?
  • Do you have a clear vision of what you want your retirement to look like?
  • Do you know how much income you will need to retire successfully?
  • Are you currently contributing to a retirement plan?
  • Do you have plans to acquire additional income producing assets?
  • Do you have a budget?
  • Do you know at what age you would like to retire?

  • Legacy & Estate Planning

  • Do you have an estate plan (Will or Trust)?
  • Has your estate plan been reviewed within the last five years?
  • Do you know whether or not your estate plan will accomplish your goals?
  • Do you have a trust attorney?

  • Education Funding

  • Do you currently contribute to an education fund?
  • Do you know how much you will need to pay for your child/children’s education?
  • Will your current efforts accomplish these goals?

  • Protections

  • Do you have health insurance?
  • Do you have adequate property casualty (home, fire, car, liability) coverage?
  • Do you have disability insurance?
  • Do you have life insurance?
  • Do you know what percentage of your income it will replace and for how long?
  • Do you own long-term care insurance?

  • Here & Now

  • Do you know how much monthly/annual income you need to maintain your current lifestyle?
  • Do you have a budget?
  • Do you have at least 6 months lifestyle income as liquid reserve?
  • Are you actively pursuing short-term financial/lifestyle goals?

  • By clicking submit your answers will be forwarded to your Protection Point Advisors representative. 

    The information provided will guide us as we deliver 3D Asset Care, our holistic approach to wealth management.

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