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WHAT TO BRING & EXPECT
Income & Expenses
Pay Statements
Social Security Statements
Annual Living Expenses
Federal and State Tax Returns
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Liability Statements
Mortgages
Auto Loans
Student Loans
Credit Cards
Private Loans
Employee Benefits &
Insurance Statements
Life and Health
Disability
Long Term Care
Homeowners/Renters
Auto
Umbrella (Liability)
Investment Statements
Bank Accounts
Taxable Brokerage Accounts
Retirement Accounts
Education Savings Accounts
Health Savings Accounts
Annuities
Pensions
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Estate Documents
Real Estate Addresses
Wills / Trusts
Powers of Attorney
Beneficiary Designations
Benefits Handbook
Summary Plan Description
About Us
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