Financial Review

Document Checklist for retirement planning.

In order to help us tailor your plan to your situation, we ask that you gather the following information to provide us with an accurate picture of your current situation.


  • Tax Return
  • Pay Stub
  • PERS Statement
  • Investment Statements
  • Social security statement
  • Previous pension or retirement information
  • Insurance policies (life, home, auto)
  • Debt Statements
  • Mortgage information
  • Will/Trust Documents

Please provide most current information for yourself and/or your spouse (if applicable)