Items to Bring to Your First Meeting

Items to Bring to the First Meeting with LifePlan Financial

• A recent statement for your employer sponsored retirement saving plan (401(k), 403(b), SIMPLE or SEP)
• A copy of your Employee Benefit Book
• Recent pay statement
• Annual Social Security statement
• Information regarding your insurance policies (life insurance, long term care, disability); the amount of insurance, the amount you pay in premiums and length of the policies
• Recent statement for all your investment and/or savings accounts (brokerage accounts, CDs, mutual funds, money market accounts, annuities, etc.)
• Information regarding your home; the value of your home, and the balance, interest rate and term remaining on your mortgage. If you have a second home, please provide the same information for this property.
• If you have a home equity loan or line of credit, the amount and term of the loan and the amount you pay monthly.
• Information on any debt you carry other than on your home (credit card debt, student loans, etc)
• A copy of your most recent tax return
• A copy of your most recent will or trust