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Carlson Financial Group
Nat Carlson, CIS

Your First Appointment
You needn`t bring anything to your first meeting.  However, if you have specific concerns, you may want to bring some of the following items:

Recent statements for financial accounts, including, but not limited to:
 Checking and Savings 
 CDs
 Money Market Funds
 Mutual Funds
 Tax-Deferred Annuities
 IRAs and other retirement/pension accounts
 Trust or Managed Accounts
 Limited Partnerships, UITs or REITs
 Brokerage Accounts
 List of EE Savings Bonds

Employer Information such as: 

 Employer-Provided Insurance
 Pension or retirement plans
 Other employee benefits

Insurance Policies, including, but not limited to:
 Life Insurance
 Disability
 Long-Term Care

You may also discuss:  

 Wills and Trust
 How much money do you spend each month?
 What is your total monthly income?
 How much money do you contribute to savings or retirement?
 Are you anticipating incurring any major one-time expenses in the near future?
 Do you anticipate any major one-time receipts of money

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 863 Fairmount Ave, Jamestown, NY 14701
Phone: 716-720-4793  Fax: 716-247-6628  Email: nat@carlsonfinancialgroup.net

Securities offered through Securities Service Network, LLC.
Member FINRA/SIPC

Fee based adisory services offered through SSN Advisory, Inc.
A Registered Investment Advisor

This communication is strictly intended for individuals residing in the state(s) of CT, FL, NJ, NY, NC, OH, PA, SC, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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