In order to update your financial model we maintain for you we need you to send us the following documents for our review at least one week prior to your meeting with us or we will have to reschedule so our team has time to prepare:

1. Values on checking and savings accounts (i.e. bank statements)

2. Most recent quarterly statements for investment accounts that we do not manage and service for you(i.e. 401(k), IRA, Brokerage, etc.)

3. Most recent monthly mortgage statements

4. Most recent income statements (social security, pay stubs, etc.)

5. Last years Federal and State Income Tax Returns & K-1s

6. Amounts, interest rates, and payments made on any outstanding debts

7. Outside life, disability or long term care insurance policies not managed or serviced by RFG

8. Property & casualty insurance declaration pages

9. If Applicable: Year-to-date Profit/Loss statement and Balance Sheet

Feel free to upload any other documents you feel would be pertinent for your meeting.