Initial Meeting


What Items to Bring to Your First Meeting
with The Remey Wealth Advisory Group


If you are currently retired:

  • Most recent tax return
  • Current investment statements
  • Maturity dates and current yield of certificates of deposit
  • Cost basis of all assets: stocks, bonds, real estate
  • In-force Life and Long-Term Care insurance policies
  • Annuity contracts (most recent statements)
  • Trust and Estate Planning documents
  • Social security numbers and dates of birth of any individuals you may consider naming as beneficiaries
  • Debt information: balances and interest rates
  • Social Security benefit amount
  • Total annual expenditures - please use the worksheet below

         Total Income                                   $                                                        

         Less Yearly Savings                        ($                                                        )

         Total Annual Expenditures              $                                                          
         

    (please be sure to include all living expenses, taxes, vacations, and miscellaneous expenses) 
     

 If you are currently working:

  • Most recent tax return
  • Current investment statements
  • Maturity dates and current yield of certificates of deposit
  • Cost basis of all assets: stocks, bonds, real estate
  • In-force Life, Disability and Long-Term Care insurance policies
  • Annuity contracts (most recent statements)
  • Trust and Estate Planning documents
  • Social security numbers and dates of birth of any individuals you may consider naming as beneficiaries
  • Debt information: balances and interest rates
  • Social Security estimated benefits report (available on ssa.gov web site)
  • Current employer sponsored retirement plan statement including investment options and your contribution amounts - percentage you are contributing, percentage your employer is contributing.
  • If you are doing a direct rollover of a former employer sponsored retirement plan(s), please contact the H.R. office of the former employer and ask them to send you a "Direct Rollover Form."
  • Current annual expenditures - please use the worksheet below

         Total Income                                   $                                                        

         Less Yearly Savings                       ($                                                        )

         Total Annual Expenditures             $                                                          
      
      (please be sure to include all living expenses, taxes, vacations, and miscellaneous expenses) 

     
  • Estimated annual expenditures during retirement

We graciously accept new clients. Our minimum account size per household is $300,000. If your household account size is below this, we would be happy to recommend another Financial Advisor within our office.