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Bank Statements
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Brokerage Statements
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Retirement Account Statements (Social Security, Pension, 401k, 403b, 457, NQDC)
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Corporate Documents (Buy-Sell, Articles of Incorporation, etc.)
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Mortgage Statement(s)
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Other Liability Statements
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Insurance Policies/Annuity Policies/Statements
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Will/Trust Documents
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Projected Retirement Date/Retirement Income Phases
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Goals and events with Timelines (wedding, graduation, birth of a child, buying a boat, etc.)
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Income
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Tax Situation
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List of Collectibles/Art to be included in analysis
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Real Estate
Potential Solutions Discussed
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Investment Management (Stocks, Bonds, mutual funds, options, ETFs, alternative investments [if applicable])
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Retirement Planning
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Social Security Optimization
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Education Planning (529 plans, Coverdell Education account, optimize student loan payoff strategy)
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Insurance Analysis
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Liability Analysis
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Estate Planning Strategy (We do not draft documents, but we will coordinate with your legal professional): Will, Trust(s) (if applicable), Power of Attorney, Health Care Proxy
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Tax Strategy (coordinated with your accounting professional)
