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.
DOCUMENTS NEEDED
Fringe Benefits
Last Enrollment Form
Benefit Description Booklets
Last Pension Statement
Last Savings Plan Statement
Assets
Last County Appraisal
Last Bank Acct Statements
Last IRA, TSA, and SEP Statements
Statements On All Other Investments
Insurance
Life insurance policies
Life insurance statements
Cancer, hospital, or disability policies
Last auto insurance statement
Last homeowners insurance statement
Debts
Credit Card Statements
Loan Agreements
Last Mortgage Statement
Income
Last tax return
All 1099 and W-2 forms
Last two pay stubs
Business income/expense statement
Other
Will or Trust documents
Last Social Security statement
Divorce decree, if within 5 years
Last Financial Plan prepared
Last homeowners insurance statement
