Items To Bring To Your Meeting
Retirement Asset Statements
- IRA
- Roth IRA
- 401(k)
- Pension
- 403(b)
- 457/401(a)
- Annuity
- Social Security
Liquid Asset Statements
- Checking/Savings
- Credit Union
- Investment Accounts
- Mutual Fund Accounts
- Annuity
Legal Documents
- Wills
- Living Wills
- Power of Attorney
- Trusts
Insurance Statements
- Life Insurance
- Disability
- Long Term Care
- Employer Group Benefits
Tax Documents
- Return (prior 2 years)
Income
- Pay Stubs
- Rental Property
- Farm Income
- Pension
- Social Security
- Annuity