Your Custom Financial Blueprint® Review
Fill out my online form.
Schedule Your Review
This calendar allows appointments to be books up to five weeks in advance. If you are unable to find a time that works for you, please email Lisa.
The following documents are often requested when updating a financial plan. When providing documents, you should always provide complete, current statements.
- Most recent tax return(s) & pay stub
- All bank/credit union accounts
- Retirement accounts* (IRA, Roth, 401(k), 403(b), & HSA)
- Pension & profit-sharing plans
- Investment brokerage accounts*
- Most recent Social Security statement (available at www.ssa.gov)
- Annual life insurance statements of value
- Will or estate planning documents that have been updated or put in place since last meeting
- Long-term care insurance policies if purchased since last meeting
*You need not provide statements for accounts Halter Ferguson Financial actively manages.