| FINANCIAL PLANNING CHECKLIST |
1. Personal Financial Statement: 2. Last two years income tax returns. 3. Annual or Monthly Budget: a. What is your monthly and annual income? b. How do you spend it? 4. Retirement Plan(s): a. Company plan b. Government or Military Plan c. IRA's d. TSA's e. 401(K) 5. Group Insurance Policies: a. Life b. Medical & Dental c. Disability 6. Individual Insurance Policies a. Life b. Medical & Dental c. Disability d. Nursing Home e. Long Term Care f. Auto g. Medicare Supplement h. Homeowners 7. Divorce Agreements 8. Wills 9. Trust Agreements 10. Directive to Physician (Don't Plug me in) 11. General Power of Attorney 12. Durable Power Of Attorney 13. Financial goals or objectives (what to you want to accomplish) and over what time frame? 14. Investor Profile Questionnaire. |
Securities offered through Pacific West Securities, Inc., Member FINRA/SIPC Advisory services provided through Pacific West Financial Consultants, Inc., a Registered Investment Advisor Investment Advisor Representative with Pacific West Financial Consultants, Inc. |