To make your first appointment with Wealth Horizon productive, we request that you review and bring as many of the documents listed below as you can.  Of course, if you don’t have all the materials, that is not a problem.  Please make the appointment anyway.

• Tax returns for at least the past three years
• Retirement Plan statements including 401Ks and pension plans
• Brokerage or other investment statements
• Other savings vehicle statements such as those for CDs and Money Market accounts
• Life insurance information including copy of policy face page and beneficiary information
• Disability plan information
• Long-term care policies
• Wills and/or Trust information
• Divorce decree(s)
• Statement of assets and liabilities
• Household budget
• Any other pertinent financial information