Northwest Financial LLC

WHAT TO BRING TO YOUR CONSULTATION

Although not required, your first appointment will be much more productive if you are able to gather the following:

Recent statements for all savings and investments, including a list of savings bonds or other valuables

Home ownership information including mortgage interest rate and balance

Employer booklets describing all employee benefits

List of insurance or policies, including life, disability or long-term insurance

A driver's license or other government-issued photo ID

The social security numbers for any beneficiaries

A list of debts, including interest rate and amount owed

Any documents related to estate planning

A breakdown of monthly income and expenses

A list of anticipated one-time major income scenarios such as an inheritance

Access to securities and insurance products provided by Northwest Financial Group, a registered broker/dealer, member FINRA/SIPC. Northwest Financial Group is a subsidiary of Northwest Financial LLC, a wholly owned subsidiary of Northwest Federal Credit Union. Securities and insurance products are offered through LPL Financial and its affiliates, member FINRA/SIPC. LPL Financial has contracted Northwest Financial Group to refer securities and insurance business to LPL Financial. Northwest Financial LLC and Northwest Federal Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. Not NCUA insured. No credit union guarantee. May lose value.

Loan protection and tax preparation services are not affiliated or endorsed by LPL Financial.

The LPL representatives associated with this site may only discuss and transact securities business to residents of the following states: AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA, WV, WI.