Documents for Financial Analysis
We collect more data than most, so our solution can be better than most.
That said, don't worry if you can't collect it all - we'll make it work.
- Most current filed tax forms (1040, Schedules 1-6, A, B, C)
- Bank statements for checking and savings accounts
- Brokerage account statements (mutual funds/stocks/bonds)
- Retirement account statements (IRA’s/401k’s/403b’s)
- Educational savings account statements (Coverdell/529/UGMA/UTMA)
- Recent paycheck stub(s) for each family member
- Life insurance policy details
- Long Term Care policy details
- Disability insurance policy details
- Employee benefit statements/booklets from you employer
- Copy of will and/or trust
- Pension statements
- Real estate/land addresses/mortgage information/ rental income
- Homeowners and auto insurance policy statements