Broker Check

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 to access benefit summary)


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