What to Bring

IF YOU ARE A NEW CLIENT:

√ Prior 3 to 5 years’ tax returns (or as many of these you can find)
√ Your current tax year information
√  For retirement accounts – A list of your beneficiaries’ names, address, birthdate, SSN, and phone
√ Your personal report of your social security account either from online, or from mail received
√ A rough calculation of your net worth
√ A rough calculation of your annual or monthly budget
√ drivers license(s) and social security card(s)
√ complete this Life Expectancy Calculator (for each spouse, if married)

 

Making sure you’re protected and prepared

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