CONNECT

Address:

3555 North Crossing Circle
Valdosta, GA 31602

Phone:

(229) 293-1125

Fax/Other:

(229) 293-1126

 

INITIAL MEETING:


Please bring the following items to your first meeting:

If you are currently working:

 Most recent tax return  Old 401(k) statements
 Cost basis of all assets, stocks, bonds, and real estate  In-force insurance policies and annuity contracts (most recent statements)
 Trust documents  Debt information (balances and interest rates)
 Social Security estimated benefits report  Current annual expenditures (list below)
 Previous financial advisor statements  Current Investment Statements
 Contributions to and employer retirement plan (percentage you are contributing and percentage your employer is contributing)
   
 Total Income $______________
 Less Yearly Savings $______________

 Total Annual Expenditures                                                                         $______________
(Please be sure to include all living expenses, taxes, vacations, and miscellaneous expenses)

 Estimated annual expenditures during retirement  

 

If you are currently retired:

 Most recent tax return  Old 401(k) statements from previous employers
 Cost basis of all assets: stocks, bonds, real estate, etc  Current investment statments
 Social Security benefit amount  Trust documents
 Debt information (balances and interest rates)  In-force insurance policies and annuity contracts (most recent statements)
 Total annual expenditures (please use the work sheet below)  Previous financial advisor statements
   
 Total Income $______________
 Less Yearly Savings $______________
 Total Annual Expenditures                                                                                 $______________
(Please be sure to include all living expenses, taxes, vacations, and miscellaneous expenses)

 

 

We graciously accept new clients.

 

SECURITIES OFFERED THROUGH STIFEL:


 Annuities - Variable, Immediate, and Fixed  Asset Allocation
 Cash Management (Stifel Prestige® and Prestige Plus Accounts)  College Planning
     Check Writing      529 College Savings Plans
     Debit MasterCard®      Education Savings Account
     Bill Payment Services  Common Stocks
     Stifel @ccess (Online account access)  Consulting Services (Advisory-Based Programs)
 Equity Line of Credit  Financial Planning
 Fixed Income Investments  Insurance
     Certificates of Deposit      Disability Insurance
     Corporate Bonds       Life Insurance (Individual and Business Applications)
     Government and Agency Securities      Long-Term Care
     Municipal Bonds  IRAs –Traditional, Roth, and Rollovers
 Managed Money – Fundamentals, Horizon, Separately Managed Account  Mutual Funds
 Options  Preferred Stocks
 Qualified Plans  Research
     401(k) Plans  Retirement Planning
     Profit Sharing Plans  Trust and Estate Planning
     Money Purchase Plans  Unit Investment Trusts
     SEP IRAs  
     SIMPLE IRAs  
     Defined Benefit Plans  

 

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Check the background of this financial professional on FINRA's BrokerCheck