Documents to Gather

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Before committing your time or ours, this 15 minute phone call will give us both a chance to make sure your situation matches our experience. If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.

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Documents to Gather

Investment information

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  • ✓ Copy of most recent statement of holdings (Include mutual funds, saving Accounts, IRAs, corporate savings and thrift program, stock option, grants, vested pension program amounts, etc.)

Company Benefits Booklets or Employee Benefit Program Description

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    •  ✓ Group Health and Dental Insurance
    • ✓ Group/Individual Disability Income Insurance
    • ✓ Group Life Insurance
    • ✓ Pension and Profit-Sharing Plans
    • ✓ Stock Option Program
    • ✓ Deferred Compensation Program

Insurance and Annuity Contracts

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    •  ✓ Life Insurance
    • ✓ Disability Income
    • ✓ Long Term Care
    • ✓ Professional Liability Insurance Policies
    • ✓ Property and Casualty insurance (including Umbrella liability/catastrophe policy)

Most Recent Paycheck Stub

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Wills and Trust Documents (including life insurance, trust, and family Limited partnership documents)

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Business Organization and Agreements (if applicable)

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Tax Return (including 1099s and k-1s)

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Real Estate Deeds (including out-of-state property)

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House of Securities (cash-flow worksheet)

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Social Security Statements

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Last Mortgage Statement

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Professional

Journey Financial Services and LPL Financial are separate entities. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA SIPC

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

1880 Office Club Pointe, Suite 201
Colorado Springs, CO 80920

719-272-8008
laura.cavanaugh@lpl.com
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