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Analysis of the following information will allow us to prepare a customized financial and investment plan for you.  It is understood that all personal material and information provided to us is confidential and will be returned to you at your request.

As you review this list, there may be any number of items that do not apply to your current financial situation and can be disregarded.  If there are items of importance that are not listed, please feel free to bring those as well.

• Cash, CD and money market account balances
• Mutual fund and brokerage account statements
• Current annuity statements
• All company retirement accounts and balances
  • Current and former 401(k) statements
• Current pension and social security estimates
• Recent stock option statement
• Current IRA statements including Roth IRA’s
• Current life insurance coverage
  • Include carrier, purchase date, type, death benefit, premium and cash value
• Current mortgage information
• Current debt, including credit card accounts (balances, APR, monthly payment)
• Estimated retirement date    
• Estimated annual gross income (in today’s dollars) needed in retirement
• Plans for potential part-time income in retirement