Planning Your Life beyond just investments

It is rare to find a team quite like ours, meticulously assembled to offer the depth of knowledge, resources and commitment required to manage and preserve our clients’ wealth in a most prudent and responsible manner. Our experienced professionals are committed to building close relationships with our clients and their families because doing so enables us to open up the conversation to more than investments.

We’re here to help you make important decisions on all money-related matters – beyond investments, beyond today.

Personal Assets and Investments

Most recent statements or links to online records are preferred.

  • Checking account(s) – typical balance
  • Savings account(s)
  • Investments
  • Personal notes owed you by others
  • Stock options and stock purchase plan agreements
  • Other financial assets

Retirement Statements

  • Company Pension Plan statements
  • 401(k)/403(b) Plan statements
  • SEPs/SIMPLE/Keogh statements
  • IRA/Roth IRA statements
  • Social Security earnings and benefit estimate statement – click here to access the Social Security website
  • Summary plan description from employer-provided benefits

Insurance and Annuities

Most recent statements or links to online records are preferred.

  • Life Insurance policies
  • Disability policies
  • Long Term Care policies
  • Annuities
  • Other policies

Tax Documents

  • Most recent income tax return
  • W-2 and recent pay stub
  • Estimated yearly taxes
  • Details of other regular income
  • Irregular income

Legal/Estate Planning Documents

  • Will
  • Trusts
  • Health Care Directive and Power of Attorney
  • Financial Power of Attorney

Business Related Documents

  • Partnership Agreement
  • Corporation/LLC Documents
  • Buy/Sell Agreements
  • Qualified Plans Documents