While you need not to bring any information with you on your visit, if you do wish to have these analyses completed as accurately as possible, below is a list of pertinent information that is helpful:

Retirement Security Analysis

While estimates are fine, the more detailed information we have to input, the more helpful the final analysis will be to you. For the preparation of your personalized “Retirement Security Plan” please bring the following:


  • copy of recent pay stub (employed) showing the amount of your direct deposit (and your spouse’s if applicable)
  • a recent copy of statements for any taxable investment, savings, money market accounts held by you and/or spouse
  • a recent copy of statements for IRA’s, 401K’s, and any other retirement savings plans
  • your mortgage information: original load date, interest rate, outstanding balance, monthly payments, maturity of loan, etc.
  • Social Security Information
    • If you are receiving benefits: your net benefit amount (and/or spouses) being deposited into your bank
    • If you are not taking your benefits yet: please provide your estimated social security benefit at age 62 and at full retirement age. This information can be found at www.ssa.gov/estimator
  • Copies of your 2016 and 2017 IRS form 1040 and (if applicable) Schedules A, B, C, D, and E
  • Statement copies of any non-retirement investment accounts and any interest-breaking bank or deposit accounts (i.e. any accounts that may be generating taxable interest and dividends)
  • Any other pertinent information you believe will help us understand your financial situation

Leave a Comment