(810) 588-6162 | support@guardianpointe.com | Advisor Login

A Smarter 1031 Exchange
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  • About Us
  • Uniquely Guardian Pointe PWM
    • Maximize Your Net Retirement Income
    • The Benefits of Smarter Investing
    • 1031 Exchanges, DSTs & QOZs
    • A Smarter Way 401(k)
    • The Fiduciary Difference
    • Pre-Planning Needs Analysis
  • Additional Services
    • Business Strategies
    • Hybrid vs. Traditional Annuities
    • Hybrid vs. Traditional Life Insurance
    • Individual & Family Strategies
    • Portfolio Blueprinting
    • My Risk IQ
  • Videos
  • Contact Us
  • Home
  • About Us
  • Uniquely Guardian Pointe PWM
    • Maximize Your Net Retirement Income
    • The Benefits of Smarter Investing
    • 1031 Exchanges, DSTs & QOZs
    • A Smarter Way 401(k)
    • The Fiduciary Difference
    • Pre-Planning Needs Analysis
  • Additional Services
    • Business Strategies
    • Hybrid vs. Traditional Annuities
    • Hybrid vs. Traditional Life Insurance
    • Individual & Family Strategies
    • Portfolio Blueprinting
    • My Risk IQ
  • Videos
  • Contact Us
  • Home
  • About Us
  • Uniquely Guardian Pointe PWM
    • Maximize Your Net Retirement Income
    • The Benefits of Smarter Investing
    • 1031 Exchanges, DSTs & QOZs
    • A Smarter Way 401(k)
    • The Fiduciary Difference
    • Pre-Planning Needs Analysis
  • Additional Services
    • Business Strategies
    • Hybrid vs. Traditional Annuities
    • Hybrid vs. Traditional Life Insurance
    • Individual & Family Strategies
    • Portfolio Blueprinting
    • My Risk IQ
  • Videos
  • Contact Us

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  • Getting To Know You! 🤝


    As Guardian Pointe PWM continues to grow, we want to be sure we are keeping true to our roots of advisor focused relationships. That said, we would like to learn a bit about you and your life outside of work. We have compiled a set of questions around your personal life and would greatly appreciate your time in completing this survey. In turn, we aim to better enhance your overall experience with regard to back-office support and Advisor relations.

    Again thank you in advance for your time, hard work, and contributions to the Guardian Pointe PWM experience.

  • Family Detials

  • MM slash DD slash YYYY
  • MM slash DD slash YYYY
  • What is your favorite genre of music?

  • What are your top 1 to 2 favorite travel destinations and/or regions?

  • What are your top three favorite categories of movie/film?

  • What are your top 2 to 3 favorite television categories?

  • What are your top 1 to 3 genre(s) of book?

  • What are your top two favorite colors?

  • What are your top 3 favorite stores?

  • What are your top two favorite sports to watch?

  • Do you prefer flowers or plants and what type?

  • What are your top 2 to 5 favorite scents?

  • What is your favorite type of snack?

  • What is your favorite type of meal and do you have any dietary restrictions/preferences?

  • What is your favorite restaurant?

  • What are your favorite types of wine, spirits, or beer?

  • What are your favorite hobbies?

  • What are your favorite activities to do with your family?

  • What holidays do you observe?

  • What is your favorite car?

  • Do you have a favorite charity?

  • Is there something unique about you or your spouse that you would feel comfortable sharing? i.e. a special talent, gift or attribute:



(810) 588-6162

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support@guardianpointe.com



1024 E. Grand River Ave.

Brighton MI, 48116

Schedule an Appointment

ADDITIONAL SERVICES

Business Strategies

Hybrid & Traditional Annuities

Hybrid & Traditional Life Insurance

Individual & Family Strategies

Portfolio Blueprinting

My Risk IQ™

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The information, data, and opinions contained herein this communication are provided solely for informational purposes only. They are not warranted to be correct, complete, or accurate. To the extent permitted by law, Guardian Pointe PWM does not accept any liability arising from the use of this communication. You should not assume that any information, data, or opinions contained herein serves as the receipt of, or a substitute for, personalized investment advice from Guardian Pointe PWM or from any other investment professional. Past performance is not an indication of future results and actual results may vary. Investing carriers an inherent element of risk, including the risk of losing invested principal.

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