© 2018 Advanced Financial Solutions
DOCUMENTS TO BRING
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)
816-931-2668 866-931-2668 9233 Ward Parkway Suite 120, Kansas City, MO 64114
Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC
Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered
Investment Adviser. Moloney Securities Co., Inc. and Moloney Securities Asset Management, LLC are not
under common control or ownership with Advanced Financial Solutions, LLC| BrokerCheck FINRA