GETTING STARTED Documents Needed | Contact Representative

To prepare for the Fact Finding meeting with your planner, please Contact our Representative and gather up all of the following documents that apply to you.

Fringe Benefits

Last Enrollment Form
Benefit Description Booklets
Last Pension Statement
Last Savings Plan Statement


Last County Appraisal
Last Bank Acct Statements
Last IRA, TSA, and SEP Statements
Statements On All Other Investments


Life insurance policies
Life insurance statements
Cancer, hospital, or disability policies
Last auto insurance statement
Last homeowners insurance statement


Credit Card Statements
Loan Agreements
Last Mortgage Statement


Last tax return
All 1099 and W-2 forms
Last two pay stubs
Business income/expense statement


Will or Trust documents
Last Social Security statement
Divorce decree, if within 5 years
Last Financial Plan prepared
Last homeowners insurance statement

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