Avant Financial Group

CONNECT

Address:

259 John Knox Rd
Tallahassee, FL 32303

Phone:

850-385-0259

Fax/Other:

850-385-2775

Meeting Preparation

In order to get a clear picture of your current financial situation, we ask that you bring these documents with you to our initial meeting:

ASSETS:


  • All recent bank, brokerage and retirement statements
  • Statement of real estate owned
  • Copy of any annuity contracts



INSURANCE:


All insurance policies including life, home, auto, disability and/or long term care


LIABILITIES:


Debt details: payments, interest rates, and balances


OTHER:



  • Budget
  • Trust
  • Will
  • Buy-Sell AgreementĀ 


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