Documents Needed For Financial Planning with Sirius Wealth Management

Some or all of the following documents provide information that is important as we work to create your financial plan. This material will be entirely confidential and returned when your plan is completed, or earlier, if requested.

Income Tax Returns (prior 2 years)

Self
Spouse

Savings and Retirement Statements

Pension Plan/Profit Sharing
Keogh/SEP
401(k)/Tax Sheltered Annuity
401(k)/Tax Sheltered Annuity
- Employee Deferred Compensation
IRA/Roth IRA
Savings
Mutual Funds and Brokerage Accounts
Social Security Statements

Insurance/Annuity Contracts, Statements and In-force Illustrations

Life
Health
Disability
Group Insurance
Annuities
Long Term Care
Umbrella Policy

Financial Plan(s) and Analysis

Existing Comprehensive

Most Recent Payroll Stub

Self
Spouse

Company Benefit Statements/Booklets

Self
Spouse

Current Financial Statements

Personal Net Worth
Monthly Expenses

Wills/Trusts

Self
Spouse

Business Documents

Income Tax Returns
Buy/Sell Agreement
Deferred Compensation
Wage Continuation
- Employment Agreement
- Group Benefit Programs
Other Employer Paid Benefits

We look forward to meeting with you!

Let us know if you have any questions.

*For a printable version of this document, click here.