What should you to bring to a meeting with your financial advisor?

When you meet with your financial advisor for the the first time, it is important that you bring certain information and documents with you. What should you bring?

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.

This post is contributed by a community member. The views expressed in this blog are those of the author and do not necessarily reflect those of Patch Media Corporation. Everyone is welcome to submit a post to Patch. If you'd like to post a blog, go here to get started.


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