It is important to bring complete financial information to the meeting.  Your advisor can create a more complete plan for you if they can get an accurate picture of your financial situation.  Remember to bring the following:

• A list of monthly expenses and a list of all assets.
• Investment statements for individual retirement accounts, retirement plans and savings accounts.
• Statements for college savings accounts and compensation details.
• Beneficiary designation information – full names, dates of birth and Social Security numbers.
• Transaction confirmations for the current year.

* Opinions expressed are subject to change without notice and are not intended as investment advice or to predict     future performance.   

* Consult your financial professional before making any investment decision. 

* The opinions expressed in this blog are those of the author and are not necessarily the same as those of Ausdal Financial Partners.

* Securities offered through Ausdal Financial Partners, Member FINRA/SIPC, 220 North Main Street, Suite 400, Davenport, Iowa 52801 (563) 326-2064. Joan K. Norton, CMFC, RFC, LLC and Ausdal Financial Partners are Independent Companies.