List of Documents « William Green Financial Planner

List of Documents

Creating a wide-angle view of your finances is a complex process that requires a comprehensive review of every facet of your financial life. The following documents will provide essential information:

PERSONAL FINANCIAL SERVICES DOCUMENTS:

The last two years of your Personal Tax Returns
Paycheck Stubs for you and your spouse
Will and Trust Documents
All Insurance Policies (Declaration Pages that show policy details)
Auto Policies
Homeowner’s Policies
Life Insurance Policies
Individual Disability Policies
Personal Umbrella Liability Policies
Company-Provided Benefits Booklet for you and your spouse
Retirement Plan Statements (IRA, Roth IRA, 401(k), 457, 403(b), TSAs, etc.)
Investments/Savings/CD Statements
Loan Information (Specific information on rates, terms and balances)
Mortgage Papers
Auto Loan Papers
Latest Credit Card Statements
School Loan Papers
All Debt Information

BUSINESS FINANCIAL SERVICES DOCUMENTS

The last two years of your Business Tax Returns
Buy-Sell Agreements between partners
All Business Insurance Policies:
Auto Policies
Contents and Business Liability Policy
Building Policies
Workers Comp Policy
Business Life Insurance Policy
Business Agreements (Key Man, Deferred Compensation, etc.)
Corporate Debt
Building Loans
Equipment Loans
Corporate Credit Cards

* William C. Green is Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) in Florida, Georgia, Indiana, Louisiana, Michigan, & Mississippi. William C. Green is life insurance licensed in Alabama, Florida, Georgia, Indiana, Louisiana, & Maine. Securities products / services and advisory services are offered through PAS, a Registered Broker-Dealer and Investment Advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. North Florida Financial Corporation is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member FINRA, SIPC.

The information or opinions contained in this Internet site should not be constructed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.

© Copyright 2005-2013, The Guardian Life Insurance Company of America

The Living Balance Sheet® displays the financial holdings identified by the client based upon information and valuations provided directly by the client or by electronic feeds from the client?s financial institutions. Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time.

Links to other sites are for your convenience in locating related information and services. This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Although this Agency, Guardian and PAS believe that the information from these organizations is reliable, we cannot guarantee its completeness or suitability for any purpose. Accordingly, this Agency, Guardian and PAS expressly disclaim any responsibility for the content, the accuracy of the information or the quality of products or services provided by the organizations that maintain these sites. This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.

The information and views contained in these materials are for informational purposes only and do not contend to address the financial objectives, situation or specific needs of any individual investor. The information presented does not constitute, and should not be construed as, investment advice. Neither Park Avenue Securities nor the registered representative provide tax or legal advice, please consult your advisors regarding your specific situation. These materials are not presented or endorsed by Park Avenue Securities, The Guardian Life Insurance Company of America or any affiliated companies