Become a Client

Initial Meeting Checklist

Are you prepared for your initial meeting?
Review the Initial Meeting Checklist to help ensure you have all the necessary information for your appointment. Although all items on the list are not required, preparing for your initial meeting will maximize your time with your McKinley Financial consultant and will allow them to provide more complete recommendations and advice.

Initial Meeting Checklist
Please prepare copies of the following items in order to assist your advisory team in preparing portfolio growth projections and retirement plans.

  • Investment Account Statements

401(k), 403(b), Employer-Sponsored Retirement Plan Statements.
Plan Investment Options, Employer Matches, etc.
IRA Statements
Brokerage Account Statements

  • Retirement Income

Pension Plan Statements (Lump Sum vs Annuity Options)
Social Security Statements
Rental Income Schedule

  • Insurance & Annuity Policies

Insurance Policies
Annuity Policies

  • Legal & Tax Documents

Trusts & Wills
Tax Returns

  • Retirement & Financial Goals to Consider

When do you plan to retire?
What is your life expectancy?
How much monthly income do you want at retirement?
How much of a legacy do you want to leave your heirs?
What are your retirement goals & objectives?