Bonnett Financial Services will help you to accumulate wealth during your working years and to preserve that wealth through your retirement. If an enhanced lifestyle, securing a child’s education, gifting/charitable contributions, estate conservation, and ensuring a worry-free retirement are among your investment concerns, let Bonnett Financial Services assist you in implementing your financial plan. Through our fact-finding interview and by utilizing the latest financial planning tools, we carefully track information to eliminate items falling through the cracks. Bonnett Financial Services strives to provide each client with personal attention to develop a plan that meets each individual’s needs and achieve their goals.

Items to gather for your fact-finding interview may include:

	Current pay stubs
	Most recent tax return
	A list of any savings account balances and CD’s (maturity dates & interest rates)
	List of Savings Bonds (face values and purchase dates)
	List of all debt showing current balance(s) and interest rate(s) (including mortgage(s) and equity  loans)
	Employment retirement plan or benefit statement (including: pension plan estimate, 401(k), Simple IRA, SAR/SEP, profit sharing, group insurance, etc.)
	Latest Social Security Benefit Estimate
	Personal retirement program annual statement(s) (IRA, Roth IRA, IRA Rollover, etc.)
	Stock(s), number of shares, cost basis, and dividend reinvestment statements
	Any other investment or brokerage account statements
	Life, Disability, Long-term Care, and/or Nursing Home insurance policies and/or annual statements
	Any accounts for your child(ren) (including: UGMA/UTMA, Education IRA, 529 College Savings Plans, government savings bonds, etc.)
	Legal documentation (including: Will, Trust, Power(s) of Attorney, QDRO, Divorce Decree, child support and/or alimony schedule, etc.