Checklist

BANDER Wealth Management recommends that you gather and/or review the following checklist of items.

Employment / Income Statements

  • Income Tax Returns (2 years)
  • Bank or Credit Union statements (checking & savings accounts)
  • Statements for Social Security, Pension, and Employee Benefits

Insurance Statements or Actual Policies

  • Life Insurance, Medical Insurance
  • Long-Term Health Care, Disability Insurance
  • Property, Home & Auto Insurances

Investment Statement

  • Stocks and Bonds, CDs
  • Mutual and Money Market Funds
  • Annuities
  • Real Estate Investments
  • All Investment Accounts (Retirement statements)

Employer Sponsored Plans

  • 401(k); 403b; etc.
  • Deferred Compensation plans, Stock Option / Bonus Plans
  • IRAs ( Simple, Traditional, Roth, Rollover)

Estate Plan Information

  • Trust Documents
  • Living Will Information

Note: We have adopted policies and procedures designed to protect the information you provide us. We are committed to fulfilling the trust that is the foundation of your expectations. For this reason we have included the BANDER Wealth Management Privacy Policy.