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In order to properly evaluate the present situation and help with your future planning in the areas we discussed, we will need the following documents. ______Social Security Statements  ______Personal Financial Statement ____ 1 year ____ 2 year ______Personal Income Tax Returns ____ 1 year ____ 2 year ______Personally Owned Life Insurance Policies ______Copy of Will/Trust/Power of Attorney ______Personal Investments, IRA’s, 401 (k), Mutual Funds, etc-Copy of                Returns/Statements/CD’s ______Statement of All Employee Benefits ______Homeowners and Auto Declaration Page ______Personally Owned Long Term Care Policies ______Personally Owned Disability Policies FACT FINDER PDF (download here) RISK QUESTIONNAIRE PDF (download here)
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