Broker Check

West Wichita Office

8925 West Maple Street Suite 1
Wichita, KS 67209

East Wichita Office

1861 N Rock Rd Ste 100
Wichita, KS 67206

Getting Started

The following documents will be needed to properly study, analyze and prepare a personal plan for you. This material will be treated confidentially and returned when the planning process is competed, or earlier if requested.

Personal Files

  • Monthly or annual expenses
  • Latest income tax returns
  • Loan documents
  • Wills
  • Trust Agreements
  • Major asset purchase details

Employer

  • Checking account balance
  • Savings / CDs / Money Market account statements
  • Credit card statements

Investment / Brokerage Accounts

  • IRA / Taxable Investment account statements
  • Employer provided retirement plan documents

Insurance Company

  • Most recent life insurance / annuity statements
  • Disability income insurance policy information
  • Long Term Care policy information

Business

  • Buy-Sell Agreements
  • Deferred Compensation agreements
  • Stock / Option / Bonus plans


Prior to our interview, please give some thought to the following questions:

  • How much monthly income do you need now?
  • What would you like your money to accomplish for you?
  • do you want to conserve your assets during retirement or gradually deplete them?


03/19