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