Retirement Planning Checklist

Retirement Planning

The following information will give us the most accurate picture of your current financial situation and allow us to customize your financial plan to best achieve your goals.

Document Checklist :

  • Two most recent paychecks
  • Income Tax Returns
  • Statements for PERS, 403(b), 401(k) and other qualified plans
  • Social Security Statement
  • Investment Statements
  • Current Mortgage Statement and any other debts(loans, credit cards, etc.)
  • Insurance Policies or Statements
  • Copies of Estate or other Legal Documents(Wills, Trusts, Prenuptial Agreements, Divorce Decrees, etc.)