Financial Review

In order to help give you tailored financial solutions, we ask that you gather some information to provide us with an accurate picture of your current situation.


•Tax Return

• Pay Stub(s) 

• PERS Statement

• Investment Statements 

• Social Security Statement

• Previous pension or retirement information

• Insurance policies (life, home, auto)

• Debt statements

• Mortgage Info

• Will/trust documents Please provide most current information for yourself and/or your spouse (if applicable).