Information to Bring
- Most Recent Tax Return and W2 Forms
- Most Recent Year End Paystubs
- Investment, Annuity, and other Account Statements (or logon credentials)
- Loan Data: Start Date, Term, Current Balance, Rate
- 401k, Pension, Simple, SEP, and other Retirement Plan Statements or logon credentials
- Social Security Benefit Estimates
- Life, Disability, Long Term Care, Home, Auto, & Other Insurance Policies or declarations pages
- Wills, Trust, Power of Attorney, and Other Estate Plan Documents