Preparing For Your Financial Plan

It is important that we obtain personal and financial information on your family to assist you in your planning efforts.We will review this information in detail prior to our next meeting. Here is a listing of information that may be important to your planning process. This data can be itemized on the bottom of this page or on additional sheets as necessary.

š     Copies of your last Federal and State tax returns

š     All current life insurance policies, disability policies and annuity contracts.  Copies of latest annual statement if available.

š     Information regarding benefit programs provided by your employer such as life, health and disability insurance, profit sharing, retirement, or stock plans.

š     List of all debts.  Show amount owed, payment, and interest rate.

š     If you own a home, provide information as to its market value, mortgage balance, interest rate, and term of mortgage.

š     Recent pay stub for you and your spouse.

š     Copies of latest investment statements (stocks, mutual funds, CDs, real estate, etc.) showing purchase date, price, current value and monthly contributions.

š     Other assets, such as:  valuable collections, lake property, raw land, business interests, etc

š     Information and latest account statements  for all IRA, TSA, or Keough plans.

š     Copy of current wills, trust documents, and powers of attorney.

š     Other information about your family situation that is important to be taken into consideration during the planning process.