Broker Check

What to Bring

We recommend that you bring the following to your initial meeting with Amy: 

Expense sheet (Click here for example)

Complete list of assets and liabilities 

Employee benefits manual(s) or statement

Savings and/or checking account statements 

Investment account statements

Copy of last year's tax return

Paycheck stubs for last month

Personal retirement account statements and information ( IRA's, 401(k)'s, Pensions, etc.)

Social Security statement(s)

Insurance policies/statements (Life, Disability, Long Term Care, Homeowners, Personal Liability, Auto)

Copy of will, estate plans and/or trusts 

List of any expected cash windfalls (Inheritance, gifts, royalties, bonuses, etc.)

 

06/18