_____ Brokerage statements for investments (including IRA’s, 401k’s, CD’s, trusts, etc.)
_____ Bank & credit card statements (Last 6 months)
_____ Annuity contracts and statements
_____ College savings statements
_____ Rental property information
_____ Stock options
_____ Employer benefits statement
_____ Life & Auto insurance policies
_____ Disability insurance policies
_____ Long term care insurance policies
_____ Home owner’s insurance policy
_____ Umbrella insurance policy
_____ Home equity and mortgage rate information (including any rental properties)
_____ Last two year’s tax returns
_____ Social security statements (go to www.ssa.gov & click on my social security)
_____ Last two 

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Securities offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539).   Member FINRA/SIPC.  Investment advisory services offered through Cornerstone Wealth Advisors, Inc., a California and Texas Registered Investment Advisor. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice.  Insurance products and services are offered through Michael Sellman, Independent Agent.  California Insurance License number 0G40881.  Cornerstone Wealth Advisors, Inc. is not affiliated with Gradient Securities, LLC. Gradient Securities, LLC and Cornerstone Wealth Advisors, Inc. are not affiliated with the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Check the background of this investment professional on FINRA's BrokerCheck ».

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