Broker Check

What is Needed to Run a Comprehensive Financial or Retirement Plan for You

Here is a list of initial information we need to run a plan for you

  • Social Security amounts/estimates
  • Pension information
  • Investment statements for any accounts not held at Baird
  • After-tax monthly spending estimate in retirement
  • Summary of all debt/liabilities
  • Information on any other assets or income sources
  • Often times it’s helpful to bring a copy of your most recent tax return to reference during our meeting (not required)

Also, here is a Retirement Fact Finder that it would be helpful if you could please fill out.

Click here for Retirement Fact Finder

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