What To Bring

It is not necessary to bring anything to your first meeting with Olson Associates. However, when you are ready to start building your plan, you may consider bring some of the following items:

• List of your questions for us
• Most recent tax return
• Most recent financial statements
  • Brokerage Firm
  • Mutual Funds
  • Annuity (including policy)
  • 401K, 457 or 403B (if applicable)
  • IRA
  • Retirement Plan
  • Pension
• Social Security Statement
  • Create an account online to access statement at: https://www.ssa.gov/myaccount/
• Most recent mortgage statement
• Most recent life insurance statements and policies
• Home and auto insurance coverage (declaration page)
• Disability income policy
• Copy of wills and trusts (if applicable)
• Driver's License and Social Security Number
• Your calendar

At some point through the financial planning process, please make these statements available to help us better evaluate and guide you in your financial future.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Estate Planning is critical to ensure your financial well being and protect your beneficiaries. Many people feel that financial planning and estate planning are only for the wealthy, which is a relative term. Clients that have used our Personal Inventory Document, which summarizes all the assets including home, savings, investments, and potentially business value, are surprised at their total worth and see how important it is to preserve wealth in the transition to beneficiaries.

Click HERE for our Personal Inventory Document!