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| Getting
Started with Innovative Financial Strategies
Looking to get started with
Innovative Financial Strategies? Please review documents
needed below to help get the process started.
Also please download our questionnaire.
Documents
Needed
Below is a list of information that is helpful to have as I
analyze your financial situation.
If you are not sure what I need, please give me a call or
just bring any related information to our meeting.
I will make a copy of the information that I need and
will give you back the originals.
Some of these items may not apply to you.
Please don’t spend more than an hour gathering this
information. Gather
as much as you can for the 1st meeting; you can get
any other information to me at a later date.
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Income tax returns for the last 2 years
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Most
recent pay stubs (or verification of 1099 income)
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Will
& trust documents (incl. Power of attorney, HCPOA, &
living wills)
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Declaration
pages for car, home, & liability insurance
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Life
insurance policy information
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Disability
& long term care insurance policy information
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Medical
insurance information (copay, max. annual out of pocket,
max. lifetime)
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Any
other insurance policy information
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Details
about any group benefits (life insurance, disability
insurance, 401k match, stock options, etc.)
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Current
(or last quarter) investment
statements
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Real
estate information (value, any rental income, year
purchased, etc.)
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Mortgage
information (type, principal & interest payment,
interest rate, when started, etc.)
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Details
about any other debt (home equity line, school loan,
car/boat loan, credit cards, etc. – need balance, interest
rate, etc.)
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Social
Security statement(s)
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Details
about any other assets of value (i.e. boat, art work,
collectibles, etc.)
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The best teacher
is the one who suggests rather than dogmatizes, and inspires his
listener with the wish to teach himself.
Edward G. Bulwer
Bob Hofmann
2301 Lawton Bluff Road
Charlotte, NC 28226
Ph: 704.579.4528
Fax: 704.367.5469
bobh@innovativefs.com |
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