In order for us to better service you as we explore your retirement options, here are some items that you may provide to give us a better understanding of your current situation:

1. Recent pay stub(s) so we can accurately calculate current income.

2. Current balances of any Retirement Assets including IRAs, 401Ks, brokerage statements, mutual funds,stocks, variable annuities, fixed annuity contracts, etc. Please make sure to include cash on hand and/or emergency fund balances.

3. Bring recent copies of any personal insurance statements, including life insurance, long term care

and disability income insurance.

4. Bring recent Statement(s) of Benefits from the Social Security Administration. If you do not have your statement(s), please log on to www.ssa.gov and click "My Social Security" to create an account. If you already have an account, you should be able to download your most recent statement. If you have further questions, please call the Social Security office toll-free at 800-772-1213.

5. Please bring any Insurance or pension benefits provided by your employer, if any. This may include health, life or disability income insurance policies, along with any pension benefit statements. This information can be obtained by contacting your pension plan.

6. Bring recent tax return (state & federal). We will need your total Itemized deductions and personal exemptions.

7. Any charitable contributions that you are making or considering to make.

We look forward to helping you plan your retirement and find the best solutions that fit your needs. If you have any questions, please feel free to call our office at 717-597-5500

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