New Canaan Group
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Documents Needed for a Comprehensive Plan

*Screenshots from your online account are fine if they have all the information!
Income
  • Pay stub for you (and spouse if applicable)
  • Tax Return

Retirement
Bring statements for any retirement accounts that you have. Some examples:
  • Social Security
  • Pension
  • 401(k) / 403(b) / 457
  • IRA / Roth IRA
  • SEP/ Keogh

Savings & Investments
  • General Savings Account Statement
  • HSA
  • Mutual Fund/ Brokerage Accounts
  • Stock Options - Statement & Vesting Schedule

Insurance
  • Life Insurance
  • Disability
  • Long-term Care
  • Other Group Insurance

Liabilities
  • Mortgage Statement(s) with details on loan date(s), interest rate(s), etc.
  • Student Loan Breakdown with details on loan date(s)
    • https://nsldsfap.ed.gov/ for a breakdown of all your federal loans
    • Statement from your lender if private
  • Any other loan agreements

Wills & Trusts
  • For you & your spouse (if applicable)

Business Documents
  • Business Tax Return
  • Buy/ Sell Agreement
  • Group Benefit Programs
  • Other Employee Paid Benefits


Others that might apply
  • Divorce Decree/ Alimony Agreement
STAMFORD OFFICE
1266 East Main Street, 6th Floor
Stamford, CT 06902
(P) 203-358-0779
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SHELTON OFFICE
3 Corporate Drive, Suite 212
Shelton, CT 06484
(P) 203-937-2444
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Disclosure:

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC.  Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of UT, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. New Canaan Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-156436 (Rev. 1/22) (Exp. 9/24)​

  • Home
  • About
  • Our Team
  • Services
  • Seminars
  • Client Center
    • Meeting Prep
  • Contact