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 ChecklistPlease prepare copies of the following items in order to assist your advisory team in preparing portfolio growth projections and retirement plans.
401(k), 403(b), Employer-Sponsored Retirement Plan Statements.Plan Investment Options, Employer Matches, etc.IRA StatementsBrokerage Account Statements
Pension Plan Statements (Lump Sum vs Annuity Options)Social Security StatementsRental Income Schedule
Insurance PoliciesAnnuity Policies
Trusts & WillsTax Returns
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?