Your Pre-Appointment Checklist
To better serve your financial planning needs, please provide the following statements and/or documents to our office prior to your scheduled meeting:
- Other Investments
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Social Security
- Employer Sponsored Retirement Plans
- Bank Statements
- Last Year’s Tax Return
- Will, Trusts or Power of Attorney
Download and Print Checklist
Simply provide this information to Michael Mann by either:
FAX:
701-483-1101
MAIL or DROP-OFF:
683 State Avenue, Suite H
Dickinson, ND 58601
We enjoy the opportunity of serving you and we look forward to seeing you soon!
