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Items to get PlanWiser if interested in financial planning

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Items to help us understand your financial situation:

Some items may not apply to you. If in doubt about an item, include it. The more you send, the better understanding we will have of your situation.

Account statements (brokerage, retirement, bank, annuities, etc.)

Insurance (life, long-term care, disability, etc.)

Pension estimates

Social Security statement

Debt statements (mortgage, student loans, etc.)

Most recent federal tax return

Stock option plans

Certification of trust

Items we will need if you decide to work with us

The name, date of birth, social security number, and contact info for your beneficiaries (and you of course).

Driver’s license

Voided check (so we can easily move money for you): We’ll also ask you whether you want to contribute or distribution assets on a regular basis, for what amount, and when.

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www.planwiser.com⁠

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info@planwiser.com⁠

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719-822-0808

Disclosure

Investment advisory services offered through PlanWiser Financial LLC, a registered investment adviser. Tax services are offered through PlanWiser Tax LLC, a separate and affiliated entity to PlanWiser Financial LLC.

PlanWiser Financial, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional. Tax services are offered independently through PlanWiser Tax. This is being provided for informational purposes only and should not be construed as a recommendation to buy or sell any specific securities. Past performance is no guarantee of future results, and all investing involves risk, including loss of principal. The opinions expressed herein represent those of PlanWiser Financial. Information provided is for educational purposes only and should not be construed as investment, tax, or legal advice. It is recommended to consult with a qualified professional before making any financial decisions. Views expressed may change without notice and speak only as of the date indicated. Some information may be sourced externally, believed to be accurate, but without guaranteed accuracy. Investments involve risks, including potential loss of principal.

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