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
© 2010-2013 by William C. Green
* 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.
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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.
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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