Financial Inventory

Services

Please be prepared to provide the following information so we may better 
advise you. You are welcome to open the attached word document and print 
for your records:

Financial Inventory Document


MORTGAGE

Starting Date :

Length : 15 years            20 years            30 years

Amount :

Interest Rate :

LOANS

Type(s) :

Length :

Amount(s) :

CREDIT CARDS

Number :

Amounts :

Interest Rate :

INCOME  (W-2 & 1099)

Single :

Married :

Dependants:

M            F        

INVESTMENTS (Equities - Bonds -CDs - T Bills - Money Market )

Type(s) & Amount (s)



RETIREMENT PLANS (IRA - Roth IRA - 401k - 403b - 457 - 412e)

Type(s) & Amount (s)



LIFE INSURANCE

Type(s) (Term, Whole Life, Universal)


Amount (s):


LONG TERM CARE

Monthly Amount Paid by Policy

Length  (3 Years- 4 Years - Lifetime)  

© 2015 by Robert E. Bell