Initial Meeting
What Items to Bring to Your First Meeting with The Remey Wealth Advisory Group |
If you are currently retired:
- Most recent tax return
- Current investment statements
- Maturity dates and current yield of certificates of deposit
- Cost basis of all assets: stocks, bonds, real estate
- In-force Life and Long-Term Care insurance policies
- Annuity contracts (most recent statements)
- Trust and Estate Planning documents
- Social security numbers, dates of birth, and addresses of any individuals you may consider naming as beneficiaries
- Debt information: balances and interest rates
- Social Security benefit amount
- Total annual expenditures - please use the worksheet below
Total Income $
Less Yearly Savings ($ )
Total Annual Expenditures $
(please be sure to include all living expenses, taxes, vacations, healthcare, and miscellaneous expenses)
If you are currently working:
- Most recent tax return
- Current investment statements
- Maturity dates and current yield of certificates of deposit
- Cost basis of all assets: stocks, bonds, real estate
- In-force Life, Disability, and Long-Term Care insurance policies
- Annuity contracts (most recent statements)
- Trust and Estate Planning documents
- Social security numbers, dates of birth, and addresses of any individuals you may consider naming as beneficiaries
- Debt information: balances and interest rates
- Social Security estimated benefits report (available on ssa.gov website)
- Current employer sponsored retirement plan statement including investment options and your contribution amounts - percentage you are contributing, percentage your employer is contributing.
- If you are doing a direct rollover of a former employer sponsored retirement plan(s), please contact the H.R. office of the former employer and ask them to send you a "Direct Rollover Form."
- Current annual expenditures - please use the worksheet below
Total Income $
Less Yearly Savings ($ )
Total Annual Expenditures $
(please be sure to include all living expenses, taxes, vacations, healthcare, and miscellaneous expenses)
Estimated annual expenditures during retirement
We graciously accept new clients. Our minimum account size per household is $300,000. If your household account size is below this, we would be happy to recommend another Financial Advisor within our office.