personal document locator · personal document locator prepared by mike f. moss, lutcf lighthouse...
TRANSCRIPT
Personal Document Locator
Prepared by
Mike F. Moss, LUTCF
LIGHTHOUSE FINANCIAL STRATEGIES
LTD.
LIGHTHOUSE FINANCIAL STRATEGIES
LTD.
Registered Representative of INVEST Financial Corporation, member FINRA/SIPC.
INVEST does not offer tax or legal advice. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Lighthouse Financial Strategies
1040 S. Commons Pl. Suite 201 ● Youngstown, OH. 44514 ● Phone: (330) 758-7545 ● LFScompass.com ______________________________________________________________________________________________________________________________________________________________________
"I'm going to help you get your financial house in order. Basically, I want to help you do what you haven't done."
Most people think financial planning is about money.
It's not.
It's about you.
It's about who you are & what's important to you.
It's about your dreams and living the life you want to live.
Our role is to help you manage your wealth in a manner that supports what's important to you.
This is the way financial planning and investing should work, and with our help, it's the way they can work for you.
We can help simplify your financial life so you can spend more time on your quality of life and the things that matter most to you.
Personal Document Locator Please keep in a secure location.
Part A -- Personal Information
Name (first, middle, last)
Street Address
City, State, ZIP Code
Date of Birth
Place of Birth
This Personal Document Locator is simply a detailed list of where you store your important records and papers and who your primary advisors and contacts are. This list will assist your loved ones in the event of your death or disability. Keep this list at home along with your other important documents, and make sure a trusted family member knows where it is, or provide a copy to the family member, your executor, and/or your attorney.
Remember to update your Personal Document Locator at least once a year to ensure its accuracy.
Social Security Number
July 4, 2013
Page 2 of 7
See disclaimer on final page
Part B -- Personal Contacts
Attorney
Name Firm Name
Address City, State, ZIP
Phone Number(s)
Name Firm Name
Address City, State, ZIP
Phone Number(s)
Insurance Agent
Name Company Name
Address City, State, ZIP
Phone Number(s)
Financial Advisor
Name Company Name
Address City, State, ZIP
Phone Number(s)
Tax Preparer
July 4, 2013
Page 3 of 7
See disclaimer on final page
Part B continued -- Online Accounts
Website Address (URL) Username Password
Notes
July 4, 2013
Page 4 of 7
See disclaimer on final page
Part C -- Location Key
Location 1
Specify the location(s) where you keep your documents (e.g., home, office, safe, safe-deposit box). For each item in Part D, check the number that corresponds to the correct location.
Part D -- Important Documents 1 2 3 4 5
Will
Durable Power of Attorney
Health-Care Directives
Trust Agreements
Birth Certificate
Marriage Certificate
Military Papers
Adoption Papers
Social Security Card
Location 2
Location 3
Location 4
Location 5
July 4, 2013
Page 5 of 7
See disclaimer on final page
Part D continued 1 2 3 4 5
Divorce/Separation Papers Vehicle Titles Deeds Safe-Deposit Box/Keys Bank Account Records (e.g., checking and savings accounts, CDs)
Mortgage and Loan Papers Insurance Policies -- Home and Vehicles Insurance Policies -- Property and Casualty Insurance Policies -- Life Insurance Policies -- Health Business Papers (e.g., incorporation papers, trademarks, patents)
Investment Papers (e.g., securities, stocks, bonds, mutual funds)
Jewelry Cash Funeral Instructions (e.g., cemetery plot deed, burial instructions) Notes
Retirement Account Papers (e.g., IRAs, annuities)
Antiques and Heirlooms
Important Keys
Proof of Citizenship
Tax Returns
July 4, 2013
Page 6 of 7
See disclaimer on final page
Page 7 of 7
Copyright 2013 Forefield, Inc. All Rights Reserved.
Michael F. Moss1040 S. Commons Pl
#201Youngstown, OH 44514
330-758-7545330-788-2448
Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC (FINRA/SIPC). American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. are not affiliated with any other named business entities mentioned.