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

Total number of credit cards:

Amounts:

Interest Rate:

INCOME (W-2 & 1099)

Single:

Married:

Dependants:

M            F        

INVESTMENTS (Equities, Bonds, CDs, Treasury Bills, Money Market )

Type(s) & Amount(s)

 

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

Type(s) and 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)

​

Please return this completed form to rbell@tbals.com. If you have questions, please contact Robert at 913-962-4392 or rbell@tbals.com.