APPOINTMENT CHECKLIST

Personal information required for our next meeting:

• Copy of your most recent personal & business tax return
• Current paystubs and details of your employer's benefit program, including a recent pension plan/401(k) statement. Details to include any group insurance and flexible spending accounts etc
• Copy of your most recent Social Security Statement/s.
• Copies of all investment statements, including stocks, bonds, trust accounts, annuities, treasuries, CD's, REITS, ETFs and mutual funds, etc.
• Details of any real estate or land that you hold an interest in.
• Details of any investments made on behalf of your children, including UGMA, UTMA, Education IRA's and 529 College Savings Plans
• Copy of your will and trust documents, if prepared.
• Information on any business interest you may own and its value.
• Copies of all personally owned life, disability and long term care insurance policies.