What to bring to your Wizard appointment

Initial Consultation Checklist:

• Most Recent Tax Return

• All Investment Statements

• All Insurance Policies and Statements

                    o  Medicare Supplements

                    o  Long-Term Care

                    o  Life Insurance

• Copy of Trust (If Applicable)

• Social Security benefit summary (account can be created at www.ssa.gov to access benefit summary)

• Employee Benefit Statements (Pensions/defined benefit plans or defined contribution etc.)