By completing this data form you will begin a process which will help you develop a "confident forever plan" to define and accomplish a future that meets your objectives.
In addition to responding to the questions herein it is important that you provide the documents listed below. Our preference is that you scan the documents and upload them to your secure web portal. However, you may also drop copies of the documents by our office. If dropping off please confirm that we will be in during the drop off time.
Here are the documents we need:
Two most recent income tax returns including all pages, worksheets, W-2s, etc.
Personal financial statement and spending plan, if available.
Most recent bank statements, brokerage statements, investment reports, etc.
All loan information - home mortgage, bank loans, student loans, etc.
All insurance policies - health, life, disability income, long-term care, property (home, car, etc.), liability (personal, professional).
All employee benefit information including benefit booklets, benefit elections, costs, etc.
Two most recent pay stubs.
Most recent Social security statements.
Wills, trusts, divorce decrees, prenuptial agreements, employment contracts, etc.
Any and all additional information relevant to your financial success.
Thank you for allowing us to assist in your success!