Broker Check

Park Avenue Financial Advisors, LLC
112 Madison Avenue, 5th Floor
New York, NY 10016

P:212.685.3260
F:646.383.9001

"Financial advice for the road of life..."

What information should I bring to a consultation?

1) Financial Statements

  • Bank
  • Brokerage (Stocks & Bonds)
  • Annuities
  • Mutual Funds


2) Retirement Plans

  • IRAs
  • ROTHs
  • SEPs
  • SIMPLEs
  • 401(k)s
  • 403(b)s
  • 457s
  • Profit Sharing
  • Money Purchase
  • Defined Benefit Pension
  • Deferred Compensation
  • Social Security Statement


3) Insurance Policies

  • Life
  • Disability
  • Long-term care
  • Health
  • All insurances provided through employment


4) Wills and Trusts

  • Power of Attorney
  • Health Care Proxy
  • Living Will
  • Charitable Trusts


5) Tax Returns for the Past Two Years

  • Corporate and personal


6) Special Needs and Situations

  • Inheritances
  • Dependent children or parents
  • Separation Agreements


7) Business Agreements

  • Retirement plans
  • Agreements