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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)
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