Services

Financial Inventory

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.