I look forward to our upcoming meeting. You should receive an email confirming the date, time and method.
Below is a list of the information we may need for our meeting. If you are a NEW CLIENT, please take a few moments to complete the form at the bottom of the page as it will make our meeting more efficient.
Information Needed for a College Planning Meeting
Federal tax returns
Parent’s W-2, Spouses’s W-2 & Student’s W-2
Child support payments made or received
Social Security benefits received
Current value of parent’s & student’s savings (checking accounts, savings accounts, CDs, etc.)
Current value of parent’s & student’s investments (stocks, bonds, mutual funds, 529 plans, etc.)
Current value of retirement assets (401k, IRA, 403b, pension, etc.)
Purchase price of home, year purchased, mortgage balance, home equity balance, mortgage payment
Value of other real estate owned, mortgage balance, year purchased, and original purchase price
Securities & Advisory Services Offered through World Equity Group, Member FINRA/SIPC.
The World Equity Group Form CRS can be found here.
College Aid Planners, Inc. and World Equity Group, Inc. are independently owned and operated.
Check the background of this investment professional on FINRA’s BrokerCheck. Licensed to conduct securities business in Arizona, California, Florida, Illinois, Indiana, New Mexico, Texas, Wisconsin, and Virginia.