Our advisors want to make your initial consultation as informative and productive as possible. In order to better assess your current needs and define specific goals and financial objectives we have created a checklist of items that will help us create a complete financial picture.
While we recommend that you collect the available items and bring them to your first consultation it is certainly not a requirement. If you have any other documents you think are important in your financial portfolio, please include those in your packet.
Should you have any questions, please contact our office at (318) 798-7556.
- Latest year’s income tax return
- Checking and savings statements
- Life insurance – latest statement for all policies
- Disability policy schedule of benefits
- Long Term Care policy schedule of benefits
- Investment Statements (401k, Annuities, Individual Accts.)
- Medical insurance schedule of benefits
- Benefits provided through your employer
- Mortgage Information
- Amount of income from outside sources (rental properties, etc.)
- Will and trust documents
- Living Will
- Durable power of attorney
- Divorce decree
- Pre-nuptial agreement
- Child custody or child-related court orders
Click Here to download the checklist