In Preparation for Our Review

image66

Drop Me Investments/401(k)s You Would Like Reviewed

  • For retirement plans through work, we need a statement AND the list of funds available to you. 
  • For other outside investments, just a recent statement
  • Can mail, fax, or drop to secure, shared box.com folder

Drop Me Insurance Policies You Would Like Reviewed

  • Annuities, Life, Disability, Long-Term Care
  • Personal Policies: Home, Auto, Umbrella, Boat
  • Recent statement helpful, full original policy ideal
  • Can mail, fax, or drop to secure, shared box.com folder

Recent Tax Return

  • Not mandatory, but this can be helpful for planning purposes
  • Can mail, fax, or drop to secure, shared box.com folder

Take Risk Questionnaire

  • Comfort with market risk should be re-assessed periodically.  Takes just 5 mins
  • Click Here.  One for each spouse is preferable.

Drop Me Planning Updates, If Applicable

Any changes to

  • budget/monthly expenses
  • pension projections
  • debt amounts

Alyssa's Team

Cheryl Klim

image67

Client Service, Planning Support

cheryl@mcnamarafinancial.com 

781.834.2010

Kathy Quinn

image68

Client Service

kathy@mcnamarafinancial.com 

 781.834.2010

Mary Beth Hillson

image69

Client Coordination

mary_beth@mcnamarafinancial.com

 781.834.2010