Broker Check

Portland Office

5331 South Macadam Avenue

Suite 207
Portland, OR 97239

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.)

*Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.

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