CONSULTATION CHECKLIST

Before calling for your free consultation make sure you have gathered the following information.



1. List of Beneficiaries:



This should include their relationship to you and percentages that you would like them to receive at death


2. Insurance Policies:



All Like, Annuity and Long Term Care contracts and most recent statements from companies.


3. Tax Return:



Most recent copy of tax return.


4. Brokerage Statement(s):



Most recent copy of statements from the companies or firms that are the custodian for your funds. If you trade online or use a discount broker, a recent copy of a statement will suffice.


5. Bank Statements:



Most recent bank statements that list checking, savings, money market accounts. If you own CDs with more than one bank, a list of the amounts and maturity dates will suffice.


6. Estate Planning:



Copies of Will or Trust.


7. Income sources:



a. Pension (list the amount and if married the amount that the surviving spouse will receive at death.) b. Social Security Income c. The source of all other monthly income.