{"id":123,"date":"2014-02-27T08:53:58","date_gmt":"2014-02-27T15:53:58","guid":{"rendered":"http:\/\/gpswp.com\/nffinancial\/?page_id=123"},"modified":"2018-04-09T07:22:55","modified_gmt":"2018-04-09T14:22:55","slug":"bring","status":"publish","type":"page","link":"https:\/\/gpswp.com\/nffinancial\/bring\/","title":{"rendered":"What to Bring"},"content":{"rendered":"

Thank you for the opportunity to earn your business. This could be one of the most important steps to secure your retirement and leave a legacy for your loved ones.<\/p>\n

Our first meeting is to simply gather information and review your financial situation and concerns about asset preservation, investments, life insurance and long-term care insurance. Our purpose is to provide you with a second opinion regarding your “financial security.”<\/p>\n

Please ensure you have the following information for our first meeting:<\/p>\n

    \n
  1. Last year’s tax return<\/li>\n
  2. Insurance policies (life and long-term care)<\/li>\n
  3. Statements for IRAs, SEP, 401(k), 403(b), 457, TSAs, any pension policies<\/li>\n
  4. Investment and bank statements, including CD certificates<\/li>\n
  5. Credit union statements<\/li>\n
  6. Annuity policies<\/li>\n
  7. Statements for stocks, bonds, mutual funds (brokerage accounts)<\/li>\n
  8. Listing of savings bonds and treasury bonds<\/li>\n
  9. Social Security statement<\/li>\n
  10. Deeds for real property<\/li>\n
  11. Copies of wills, trusts, Power of Attorney and any legal documents so we can forward to an Elder Law Attorney for review.*<\/li>\n<\/ol>\n

    All information is kept STRICTLY CONFIDENTIAL. After our first meeting, we will prepare personalized reports and recommendations based on your unique retirement goals.<\/p>\n

    I look forward to forming a long-term relationship based on trust and mutual respect.<\/p>\n

    \n

    * Only a qualified Estate Planning Attorney can advise you on the need of estate planning documents.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Thank you for the opportunity to earn your business. This could be one of the most important steps to secure your retirement and leave a legacy for your loved ones. Our first meeting is to simply gather information and review your financial situation and concerns about asset preservation, investments, life insurance and long-term care insurance. […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"\nWhat to Bring - New Frontier Financial Advisory, LLC<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/gpswp.com\/nffinancial\/bring\/\",\"url\":\"https:\/\/gpswp.com\/nffinancial\/bring\/\",\"name\":\"What to Bring - New Frontier Financial Advisory, LLC\",\"isPartOf\":{\"@id\":\"https:\/\/gpswp.com\/nffinancial\/#website\"},\"datePublished\":\"2014-02-27T15:53:58+00:00\",\"dateModified\":\"2018-04-09T14:22:55+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/gpswp.com\/nffinancial\/bring\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/gpswp.com\/nffinancial\/bring\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/gpswp.com\/nffinancial\/bring\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"What to Bring\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/gpswp.com\/nffinancial\/#website\",\"url\":\"https:\/\/gpswp.com\/nffinancial\/\",\"name\":\"New Frontier Financial Advisory, LLC\",\"description\":\"Just another GPS Wordpress Sites site\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/gpswp.com\/nffinancial\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"What to Bring - New Frontier Financial Advisory, LLC","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/gpswp.com\/nffinancial\/bring\/","url":"https:\/\/gpswp.com\/nffinancial\/bring\/","name":"What to Bring - New Frontier Financial Advisory, LLC","isPartOf":{"@id":"https:\/\/gpswp.com\/nffinancial\/#website"},"datePublished":"2014-02-27T15:53:58+00:00","dateModified":"2018-04-09T14:22:55+00:00","breadcrumb":{"@id":"https:\/\/gpswp.com\/nffinancial\/bring\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/gpswp.com\/nffinancial\/bring\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/gpswp.com\/nffinancial\/bring\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"What to Bring"}]},{"@type":"WebSite","@id":"https:\/\/gpswp.com\/nffinancial\/#website","url":"https:\/\/gpswp.com\/nffinancial\/","name":"New Frontier Financial Advisory, LLC","description":"Just another GPS Wordpress Sites site","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/gpswp.com\/nffinancial\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/gpswp.com\/nffinancial\/wp-json\/wp\/v2\/pages\/123"}],"collection":[{"href":"https:\/\/gpswp.com\/nffinancial\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/gpswp.com\/nffinancial\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/gpswp.com\/nffinancial\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/gpswp.com\/nffinancial\/wp-json\/wp\/v2\/comments?post=123"}],"version-history":[{"count":6,"href":"https:\/\/gpswp.com\/nffinancial\/wp-json\/wp\/v2\/pages\/123\/revisions"}],"predecessor-version":[{"id":475,"href":"https:\/\/gpswp.com\/nffinancial\/wp-json\/wp\/v2\/pages\/123\/revisions\/475"}],"wp:attachment":[{"href":"https:\/\/gpswp.com\/nffinancial\/wp-json\/wp\/v2\/media?parent=123"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}