Financial Information Checklist

We recommend that you bring the following documents with you to your initial consultation with us.

1. Tax returns for the last two years.
   
2. Recent pay stubs for each job (both spouses).
3. A list of assets, or recent investment account statements (for example, bank statements, mutual fund statements or brokerage account statements). Cost basis information on all investments is also very important and if you have data to determine this information, please bring it with you.
4. Your assessment of the value of your home(s), and an overall assessment of your personal possessions (your estimate).
5. Retirement plan statements (pension plans, deferred compensation plans, profit sharing plans, 401(k) plans, TSAS, Keoghs, IRAs, annuities, etc.).
6. A list of your liabilities, such as mortgage paperwork, home equity line of credit statements, personal loan statements, credit card statements, etc.
7. The insurance policies on your: Life, Home, Disability, Cars, Health.
8. Copies of your Wills, Trusts, Durable Powers of Attorney, Living Wills.
9. Prenuptial Agreements and divorce papers, if applicable.
10. Any other documents that you feel may be helpful in assessing your situation.

RETURN TO CONSULTATION

Frederic V. Flower, CFP, CPA Tel: 410-571-8390 Thomas J. Desiderio, CFP, CPA Tel: 410-573-9580 Securities offered through Medallion Investment Services, Inc.* Tel: 410-544-8400 Member FINRA/SIPC Investment advice offered through Medallion Advisory Services, LLC* Registered Investment Adviser Insurance products offered through Medallion Insurance Services, LLC* *Wholly-owned subsidiary of TMG Holding Company, Inc. T/A The Medallion Group