Documents for Financial Analysis
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