Appointment Checklist
- Information 401K or Pension Statements
- Statements for any investments held outside of Klauke Investments
- Copy of current social security reports (can access at www.ssa.gov)
- Recent cash position values (C.D.’s, money markets, savings account)
- Statements for any college savings accounts
- Copy of will
- Copy of most recent tax returns
- Recent mortgage statement and any other debt positions (such as credit card, car loans, etc)
- Any other information you would like to review
- Drivers License - needed to open account
- Beneficiary Information (include full name, social, birthday, phone # and relationship to you) - needed to open account
