We’re looking forward to meeting with you! Below is our appointment checklist: Reminder, you do not need to bring all of this. However, the more information we have the more specific our recommendations can be. Reach out if you have questions or need anything prior to our meeting. This is our standard checklist and we will certainly answer your questions first and can discuss more topics as needed or desired. Thanks!

1. Information 401K or Pension Statements
2. Statements for any investments/insurance policies held outside of Klauke Investments
3. Copy of current social security reports (can access at www.ssa.gov)
4. Copy of Budget and recent cash positions (C.D.’s, money markets, savings/checking accounts)
5. Statements for any college savings accounts
6. Copy of most recent tax returns
7. Recent mortgage statement and any other debt positions (such as credit card, car loans, etc)
8. Any other information you would like to review
9. Drivers License - needed to open account
10. Beneficiary Information (include full name, social, birthday, phone # and relationship to you) - needed to open account

Again, this list can be overwhelming, just bring what you are able to as the meeting is more of a get to know each other and big picture type of meeting. We look forward to meeting you!