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Data Gathering Checklist

Personal Information
  • Real Estate Addresses
  • Copy of Driver's License 
Investment Statements
  • Bank Accounts
  • Taxable Brokerage Accounts
  • Retirement Accounts
  • Annuities
  • Pensions
  • Education Savings Accounts
  • Health Savings Accounts
Liability Statements
  • Mortgages
  • Auto Loans
  • Student Loans
  • Credit Cards
  • Private Loans
Employee Benefits
Insurance Statements
  • Life
  • Disability
  • Health
  • Long Term Care
  • Homeowners/Renters
  • Auto
  • Umbrella (Liability)
Income & Expenses
  • Pay Statements
  • Social Security Statements or estimate (if over 50 years old)
  • Annual Living Expenses
  • Federal and State Tax Returns
Estate Documents
  • Wills
  • Trusts
  • Powers of Attorney
  • Living Wills
  • Beneficiary Designations
  • Benefits Handbook
  • Summary Plan Description

Investment Advisory Services offered through Elevated Financial Group, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Please review Important Disclosure Information set forth in page link below.

 

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