Carlton Advisors, LLC
Registered Investment Advisor

Phyllis H. Carlton, CFP®

2875 Marylhurst Dr. Suite 100
West Linn, Oregon 97068

Phone: 503.704.4566
Fax: 503.635.6668
phyllis@carltonadvisors.com

Fee-only financial planning & advisors

The following documents will assist me in analyzing your financial issues. Please provide them at, or prior, to our first meeting:

  1. Retirement Planning Documents
    • Recent Retirement plan statements-403(b), 401(k), IRA
    • Employee Benefits Program information
    • Deferred compensation and stock option agreements
    • Pension and profit sharing statements
  2. Recent pay stubs
  3. Current statements for all other investment assets
  4. Life insurance policies
  5. Medical/disability/long term care insurance plan details
  6. Summary of your will, living will, durable power of attorney and health care powers
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