What to Bring

We will need a complete picture of your financial situation so that we can design a proposal best suited to your needs and goals.

These may include, but are not limited to:

  • Copy of most recent IRA, 401(k), pension, profit sharing, and/or employee benefit statements. (Please include your current contributions and your employer’s contributions.)
  • Copy of most recent Social Security benefits statement. (www.ssa.gov)
  • Copy of most recent brokerage statements.
  • List of all bank and/or credit union accounts that are relevant to your retirement plan. (Please include both checking and savings accounts, with current balances.)
  • List of all CDs, including maturity dates and interest rates.
  • Copy of most recent Federal income tax return.
  • Life and/or long-term care insurance policy statements.
  • Beneficiary information: name, address, Social Security #, date of birth.