Becoming a Client

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 WoodburyFinancial Services advisory team 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

Wealth Planning Worksheet

  • Will be emailed to you to complete

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?