Common Assets Checklist
What's On the Checklist?
BANK ACCOUNTS
• Savings
• Checking
• Certificate of Deposit
• Safe Deposit Box
EDUCATION SAVINGS ACCOUNT
• 529’s
• UTMA
• UGMA
RETIREMENT ACCOUNTS
• 401K
• IRA
• ROTH IRA
• ANNUITIES
• PENSIONS AND PROFIT SHARING
BUSINESS
• Closely Held Stock
• General Partnership Interest
• Patent or Trademark
• Professional Corporation
• Limited Liability Company
• Limited Partnership Interest
• Royalties
• Sole Proprietorship
REAL ESTATE
• Real Property
• Burial Plot
• Mineral Rights
• Timeshare
• Promissory Note – Secured by a Deed of Trust
BROKERAGE ACCOUNTS
• Mutual Funds
• Annuities
HEALTH SAVINGS ACCOUNT
• HSA
• FSA
OTHER
• Aircraft
• Government Securities
• Judgement
• Life Insurance Policy
• Personal Property
• Promissory note
• Safe Deposit Box – Unsecured
• Automobiles, Boats, Recreational Vehicles
Secure Your Financial Future Today, Don’t Delay!
Your complimentary consultation will provide us understanding of your priorities, needs and wants.
As part of your session, you will also receive:
FREE Healthcare and Financial Power of Attorney
A tailored review of your financial landscape
Expert answers to your key questions
Clarity on your best strategic options
A tailored review of your financial landscape
Personalized financial guidance
