The questions below are for your consideration. Please address with us any additional questions and concerns you have about meeting your goals and objectives.
FINANCIAL INFORMATION
- Recent tax returns
- Investment account statements
- Savings/checking balances
- 401(k) and other retirement plan information
- Copies of all life insurance policies
- Debt review
- Wills and estate planning information
- Professional team contact information(attorney, accountant, etc.)
GOALS AND OBJECTIVES
- Who should attend our first meeting?
- What are your primary financial concerns?
- When do you want to retire?
- What do you estimate your long-term expenses to be during retirement?
- Do you want to own a second home?
- Who do you want to inherit your estate?
- Do you have any family members who require long-term care?
