What should you bring to your first meeting with MSM Wealth Management?
The following documents will be needed for the purpose of study and analysis to prepare a personal plan for you. It is understood that this material will be treated confidentially and retuned when the planning process is completed or earlier if requested.
- Most Recent Payroll Stub
- Last Income Tax Return Filed
- Personal Employment Benefit Statements
- Company Benefit Plan Booklets (Group Benefits & Pension Plans)
- 401k Plans
- Last Quarterly Statement
- Current Daily Valuation (if available)
- List of Current Investment Options
- Summary Plan Description (if available)
- Investment / Brokerage Accounts
- Most Recent Statement
- Daily Valuation / Holdings
- Insurance / Annuity Contracts
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Home-Owners Declarations Page
- Car Insurance Declarations Page
- Annuity (Fixed, Variable, Indexed, etc.)
- Quarterly Statements
- List of Available Sub Accounts
- Social Security Statements
