Broker Check

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