Documents
Documents play a crucial role in the both individual financial planning and the Master Planning program, providing the necessary insights to help assess your business’s financial health, identify personal financial opportunities, and develop a strategic roadmap.
Your CEPA or financial advisor may request the documents below to ensure a comprehensive analysis tailored to your goals.
All information is handled with strict confidentiality, and original documents will be returned upon completion or earlier if requested. If you have any questions about the required documents, we’re here to help.
For Individuals
To ensure a comprehensive and tailored financial plan, we kindly ask for the following documents and information.
All information will be handled with the utmost confidentiality, and any original documents will be returned.
For Businesses
As part of the Master Planning program, we require the following documents and information to develop a comprehensive and strategic plan for your business.
All information will remain confidential, and original documents will be returned.
For 401(k)
We’re working on offering the best 401(k) options
to support your team’s financial future.
Currently, we have plans in place with providers like
Voya, Empower, The Standard,
John Hancock (soon transitioning to Manulife John Hancock),
TransAmerica, and American Funds.
We’re also exploring options with
Principal, Betterment, Inland, and Flexpath.
For unbundled plan administration,
we partner with APC as our Third-Party Administrator (TPA).
We’re here to help if you have any questions or want to learn more about your options.
we kindly ask for the following documents and information.
All information will be handled with the utmost confidentiality,
and any original documents will be returned.