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Questionnaire

This Financial Planning Questionnaire is designed to be an overview of your current situation and goals. In combination with supporting documentation and additional conversation, this helps us build out your plan.

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Items Needed

Below is a list of details and documentation to gather and provide for your Financial Plan. Please upload everything securely using our secure upload portal. We are excited to get started!

Financial Statements

☐ Bank and cash accounts

☐ Investment accounts

☐ Retirement accounts/employer-sponsored plans

☐ Any other financial statements

Income & Expenses

☐ Pay stub copies

☐ Social Security statements (SSA.gov)

☐ Budget (template in questionnaire or your own)

☐ Retirement contributions & savings

Liabilities

☐ Mortgage statements

☐ Auto and other loan details or statements

☐ Student loan details or statements

☐ Credit card statements (if not paid off monthly)

Insurance

☐ Life insurance policies

☐ Disability Income (DI) insurance policies

☐ Long-term care policies

☐ Employer benefit statements or booklets

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Southeast Financial Services, Inc.

101 South Elm Street, Suite 220
Greensboro, NC 27401

Phone: (336) 275-0314

Fax: (336) 275-3655

Email: [email protected]

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Oechsli to provide information on a topic that may be of interest. Oechsli is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

*Representatives offer products and services using the following business names: Southeast Financial Services, Inc. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Southeast Financial Services, Inc. or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.