Broker Check

Appointment Checklist

What to Bring to Your Next Appointment

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:


683 State Avenue, Suite H
Dickinson, ND 58601

We enjoy the opportunity of serving you and we look forward to seeing you soon!