Questionnaire - Go Summit Wealth

First Name *

Last Name *

Email *

Phone *

Where are you on your retirement journey? *

I am looking for an exit strategy that includes tax deferral strategies

I am considering the sale of my business which includes tax deferral strategies

I am considering the sale of highly appreciated assets, such as real estate and other assets

All of the above

Do you have capital gains exposure of $500k or greater? *

Yes

No

Don't know

Are your combined savings, investments, and real estate holdings currently - or soon to be - over $1M? *

Yes

No

Don't know

Which best describes your financial knowledge and comfort with investing?

I don't really understand financial concepts or terms

I have a basic foundation but don’t feel comfortable making financial decisions

I am well-read on financial issues and can make sound decisions based on that knowledge

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