FINANCIAL PLANNING

_____ 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 
pay-stubs

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