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Plan for Tomorrow

Live for today

Live for today

Let us help you plan for the future.

Initial Meeting

 

 

 

What Items to Bring to Your First Meeting

 

 

If you are currently retired:

 

  • Most recent tax return
  • Current investment statements
  • Cost basis of all assets: stocks, bonds, real estate
  • In-force insurance policies and annuity contracts (most recent statements)
  • Trust documents
  • Debt information: balances and interest rates
  • Social Security benefit amount
  • Total annual expenditures: please use the worksheet below

 

Total Income                            $_______________________

Less Yearly Savings                 $_______________________

Total Annual Expenditures         $_______________________

(please be sure to include all living expenses, taxes, vacation, and miscellaneous expenses)

 

If you are currently working:

 

  • Most recent tax return
  • Current investment statements
  • Cost basis of all assets: stocks, bonds, real estate
  • In-force insurance policies and annuity contracts (most recent statements)
  • Trust documents
  • Debt information: balances and interest rates
  • Social Security benefit amount
  • Contributions to an employer-sponsored retirement plan-percentage you are contributing, percentage that your employer is contributing.
  • Current annual expenditures: please use the worksheet below

 

Total Income                            $_______________________

Less Yearly Savings                 $_______________________

Total Annual Expenditures         $_______________________

(please be sure to include all living expenses, taxes, vacation, and miscellaneous expenses)

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck