The purpose of this financial questionnaire is toassemble a summary view of your financial picture which we will use todevelop the best possible strategy for you and your goals. While you donot have to answer every question (you can leave anything blank that youchoose), it is important to be as thorough as possible to ensure thatany options we discuss are appropriate for your unique situation.
**All information is strictly Confidential**
Personal and Family Information
Income
Occupation, Income, and Income Tax Rates
Defined Benefits (Social Security, PERs, Railroad Pension, etc.)
Other Future Income or Assets (Inheritance, Sale of Business, etc.)
Real Estate and Mortgages
Qualified Retirement Accounts (IRA, Roth, 401k, SEP, Deffered Comp, Pension Balances, Etc.)
Savings and Investment Accounts (CD's, Securities, Bonds, Mutual Funds, ETF's, Annuities, etc.)
Liabilites
Installment Loans (Auto, Boat, RV, Student/Parent College, HELOC. Etc.)
Revolving Credit Lines (Credit Cards, Store Charge Cards, Checking Credit Lines, Etc.)
Protection
Life Insurance (Term, Cash Value)
Other Insurance (Auto, Home-Owners, Renters, Umbrella, Health, Disability, Long Term Care, Etc.)
Expenses
Future Expenses (College, Weddings, Etc.)
Please bring the following to your first meeting:
I have received the above checked documents for review and they will be kept confidential in a place of safe keeping.