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
   

About Us | Privacy Policy | Internet Policy | Business Continuity Plan
© 2010 Northwest Financial LLC. All rights reserved.

This site is designed for U.S. residents only.  The services offered within this site are available exclusively though LPL Financial’s U.S. investment representatives.  LPL Financial investment representatives may only conduct business with residents of the states for which they are properly registered.  Please note that not all of the investments and services mentioned are available in every state.

Access to securities and insurance products provided by Northwest Financial Group, a registered investment advisor and 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, tax preparation, and settlement services are not affiliated with or endorsed by LPL Financial.