If you've made the decision to work with RW Kim & Company, bear in mind that certain documents are required for analysis in order for us to get started. In preparing a personal plan, the materials will be treated confidentially, and returned when the planning process is complete, or earlier, if requested. Below is a list of documents that are necessary for review:
From your
Personal Files
- Latest Income Tax Returns
- Loan Documents
- Wills
- Trust Agreements
- Major Asset Purchase Details
Employer
- Payroll or Other Income Statements
- Employee Benefits Booklets
- Retirement Savings Plans
- Pension Plans
Bank/Credit Union
- Checking Account Statements
- Savings/CDs/Money Market Acct. Statements
- Credit Card Statements
Broker or Mutual Fund Co.
- Latest Monthly Statements
Insurance Co.
- Latest Life Insurance/Annuity Acct. Statements
- Health Insurance/Hospital & Major Medical Policy Info
- Disability Income Ins. Policy
- Property & Casualty Policy Info
- Long-Term Care Policy Info
Business
- Buy-Sell Agreements
- Deferred Compensation Agreements
- Stock/Option/Bonus Plans
