Financial Planning Checklist
Being prepared is the best thing you can do for yourself. This list will assist our team in preparing for your meeting and preparing your portfolio and retirement plan.
Forms & Paperwork
Investment Account Statements
401(k), 403(b), Employer-Sponsored Retirement Plan Statements
Plan Investment Options, Employer Matches, etc.
IRA Statements
Brokerage Account Statements
Retirement Income
Pension Plan Statements (Lump Sum vs. Annuity Options)
Social Security Statements
Rental Income Schedule
Insurance & Annuity Policies
Insurance Policies
Annuity Policies
Legal & Tax Documents
Trusts & Wills
Tax Returns
Copy of your ID
Things to think about
Monthly retirement Income needs
Goals & Objectives - Example: when do you want to retire?
What's your Risk level?
First things first- click the link below to complete your Risk Assessment. This will help us determine your risk level, we all have one!