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Expert Q&A

What documents will I need to have prepared or provide to the financial advisor?


Related Topics: Investments, Retirement Planning, Saving, Debt and Credit, Financial Planning
Related Tags: Financial Advisor
Thomas J. Hartfield
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By Thomas J. Hartfield - Hartfield Financial & Insurance Services, Inc.
Answered about 1 year ago

Current investment statements, most recent tax return and any other investment/ financial statements you wish the Advisor to consider in your personal situation. These documents
will assist the Advisor with future planning needs and time horizons based on your unique situation.

Brett H. Carolan
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By Brett H. Carolan - Brighton Jones
Answered about 1 year ago

Balance sheet with your assets, liabilities, tax return, etc.

William A. Mack
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By William A. Mack - Wealth Advisory & Management Corporation of America
Answered about 1 year ago

- Last year’s Federal Tax Return
- Most recent brokerage account statements
- Bank statements
- Any other significant financial statement, – (i.e. – from a trust, or business entity).

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